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| Provider | Service type | Compensation |
|---|---|---|
DECISION SCIENCE, INC.3+ years Service code 13 · EIN 52-1055523 | Contract Administrator | $211,142 |
ASB CAPITAL MANAGEMENT3+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $128,056 |
RBC GLOBAL ASSET MANAGEMENT3+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $118,642 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $88,622 |
BOSTON PARTNERS2 years Filed as: THE BOSTON COMPANY ASSET MGMT Service code 51 · EIN 04-3404987 | Investment Mgmt Fees | $81,924 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $80,771 |
GORDON FEINBLATT LLC1 year Filed as: GORDON FEINBLATT Service code 29 | Legal | $77,137 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $75,000 |
BOLTON PARTNERS, INC.3+ years Service code 11 · EIN 52-1231144 | Actuarial | $61,237 |
SALTER & COMPANY, LLC3+ years Service code 10 · EIN 20-8078757 | Accounting | $24,149 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 12.43% | 11.78%+0.6pp | 8.32%+4.1pp | 23.90%-11.5pp |
| Employer contribution / active EE | $8,527 | $11,309-24.6% | $30,793-72.3% | $16,539-48.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |