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| Provider | Service type | Compensation |
|---|---|---|
DECISION SCIENCE, INC.8+ years Service code 13 · EIN 52-1055523 | Contract Administrator | $224,768 |
RBC GLOBAL ASSET MANAGEMENT8+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $118,124 |
LOOMIS SAYLES8+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $114,865 |
Filed as: INTERCONTINENTAL RE FUND Service code 51 · EIN 11-3786306 | Investment Mgmt Fees | $109,099 |
BOLTON PARTNERS, INC.8+ years Service code 11 · EIN 52-1231144 | Actuarial | $95,566 |
WEDGE CAPITAL MANAGEMENT8+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $95,220 |
INVESTMENT PERFORMANCE SERVICES8+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $94,485 |
ASB CAPITAL MANAGEMENT8+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $77,636 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $68,074 |
BOSTON PARTNERS7 years Filed as: THE BOSTON COMPANY ASSET MGMT Service code 51 · EIN 04-3404987 | Investment Mgmt Fees | $36,552 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -11.20% | -8.26%-2.9pp | -5.85%-5.4pp | 2.77%-14.0pp |
| Employer contribution / active EE | $9,086 | $12,543-27.6% | $31,839-71.5% | $15,262-40.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |