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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $617,958 |
ULLICO10+ years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $512,302 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $490,706 |
BENESYS, INC.5 years Service code 12 · EIN 38-2383171 | Claims processing; Contract Administr... | $374,323 |
SEI INVESTMENTS2 years Filed as: COOKE & BIELER, L.P. Service code 28 · EIN 23-3082822 | Investment Management | $370,684 |
ARISTOTLE CAPITAL MANAGEMENT7 years Filed as: ARISTOTLE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4833644 | Investment Management | $362,163 |
PGIM INVESTMENTS1 year Service code 28 751 BROAD ST · NEWARD, NJ 07102 | Investment Management | $344,485 |
AB FUNDS7 years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $296,002 |
ASB CAPITAL MANAGEMENT8 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 21 · EIN 80-0618452 | Bank Trustee | $234,550 |
NEWTOWER TRUST COMPANY4 years Service code 28 · EIN 30-0872552 | Investment Management | $222,186 |
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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 | $0 | $0 | $396,305-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 0.0%0pp |
| Annual return | 5.33% | 9.75%-4.4pp | 78.99%-73.7pp | 9.75%-4.4pp |
| Employer contribution / active EE | $7,649 | $11,145-31.4% | $29,717-74.3% | $11,145-31.4% |
| Participant deferral / active EE | $0 | $1,161-100.0% | $224-100.0% | $1,161-100.0% |
| Admin fee / account holder | $0 | $0 | $3,725-100.0% | - |