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| Provider | Service type | Compensation |
|---|---|---|
DECISION SCIENCE, INC.5+ years Service code 13 · EIN 52-1055523 | Contract Administrator | $211,668 |
RBC GLOBAL ASSET MANAGEMENT5+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $139,746 |
BOSTON PARTNERS4 years Filed as: THE BOSTON COMPANY ASSET MGMT Service code 51 · EIN 04-3404987 | Investment Mgmt Fees | $107,060 |
ASB CAPITAL MANAGEMENT5+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $103,217 |
LOOMIS SAYLES5+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $99,493 |
WEDGE CAPITAL MANAGEMENT5+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $82,705 |
INVESTMENT PERFORMANCE SERVICES5+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $80,000 |
BOLTON PARTNERS, INC.5+ years Service code 11 · EIN 52-1231144 | Actuarial | $74,667 |
GORDON FEINBLATT LLC3 years Filed as: GORDON FEINBLATT Service code 29 · EIN 52-0627715 | Legal | $66,968 |
Filed as: INTERCONTINENTAL RE FUND Service code 51 · EIN 11-3786306 | Investment Mgmt Fees | $54,960 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 15.99% | 10.27%+5.7pp | 10.56%+5.4pp | 53.27%-37.3pp |
| Employer contribution / active EE | $9,352 | $12,273-23.8% | $30,197-69.0% | $14,774-36.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |