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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES6 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $9,115 |
Service code 28 · EIN 13-3089070 | Investment Management | $7,825 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,928 |
Service code 14 · EIN 81-0448832 | Plan Administrator | $5,066 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,519 | $77,677-63.3% | $109,188-73.9% | $79,389-64.1% |
| Participation rate | 54.0% | 67.8%-13.8pp | 75.9%-21.9pp | 70.7%-16.7pp |
| Annual return | -3.92% | 23.44%-27.4pp | 25.76%-29.7pp | 116.89%-120.8pp |
| Employer contribution / active EE | $0 | $2,798-100.0% | $3,723-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,466 | $3,517-29.9% | $4,654-47.0% | $4,046-39.1% |
| Admin fee / account holder | $172 | $732-76.5% | $6,755-97.5% | $626-72.6% |