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| Provider | Service type | Compensation |
|---|---|---|
DECISION SCIENCE, INC.6+ years Service code 13 · EIN 52-1055523 | Contract Administrator | $209,822 |
BOSTON PARTNERS5 years Filed as: THE BOSTON COMPANY ASSET MGMT Service code 51 · EIN 04-3404987 | Investment Mgmt Fees | $116,775 |
RBC GLOBAL ASSET MANAGEMENT6+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $106,694 |
ASB CAPITAL MANAGEMENT6+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $104,425 |
LOOMIS SAYLES6+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $94,922 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $85,000 |
GORDON FEINBLATT LLC4 years Filed as: GORDON FEINBLATT Service code 29 · EIN 52-0627715 | Legal | $77,775 |
WEDGE CAPITAL MANAGEMENT6+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $77,666 |
BOLTON PARTNERS, INC.6+ years Service code 11 · EIN 52-1231144 | Actuarial | $62,683 |
Filed as: INTERCONTINENTAL RE FUND Service code 51 · EIN 11-3786306 | Investment Mgmt Fees | $42,412 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 12.41% | 6.41%+6.0pp | 8.01%+4.4pp | 11.45%+1.0pp |
| Employer contribution / active EE | $7,826 | $11,592-32.5% | $29,475-73.4% | $17,219-54.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |