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| Provider | Service type | Compensation |
|---|---|---|
DECISION SCIENCE, INC.4+ years Service code 13 · EIN 52-1055523 | Contract Administrator | $211,235 |
ASB CAPITAL MANAGEMENT4+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $133,196 |
RBC GLOBAL ASSET MANAGEMENT4+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $131,411 |
GORDON FEINBLATT LLC2 years Filed as: GORDON FEINBLATT Service code 29 | Legal | $102,457 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $92,859 |
BOSTON PARTNERS3 years Filed as: THE BOSTON COMPANY ASSET MGMT Service code 51 · EIN 04-3404987 | Investment Mgmt Fees | $88,065 |
WEDGE CAPITAL MANAGEMENT4+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $81,084 |
INVESTMENT PERFORMANCE SERVICES4+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $75,000 |
BOLTON PARTNERS, INC.4+ years Service code 11 · EIN 52-1231144 | Actuarial | $71,929 |
SALTER & COMPANY, LLC4+ years Service code 10 · EIN 20-8078757 | Accounting | $17,850 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -3.19% | 4.25%-7.4pp | -752.26%+749.1pp | 0.19%-3.4pp |
| Employer contribution / active EE | $8,392 | $11,906-29.5% | $31,802-73.6% | $13,763-39.0% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |