| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES8 years Filed as: LOOMIS SAYLES & CO, LP Service code 28 · EIN 04-3200030 | Investment Management | $563,952 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $422,436 |
ULLICO9+ years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $369,816 |
SEI INVESTMENTS1 year Filed as: COOKE & BIELER, L.P. Service code 28 · EIN 23-3082822 | Investment Management | $359,687 |
BENESYS, INC.4 years Service code 12 · EIN 38-2383171 | Claims processing; Recordkeeping and ... | $357,959 |
ARISTOTLE CAPITAL MANAGEMENT6 years Filed as: ARISTOTLE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4833644 | Investment Management | $307,623 |
NEWTOWER TRUST COMPANY3 years Service code 28 · EIN 30-0872552 | Investment Management | $243,189 |
BLAKE & UHLIG, P.A.9+ years Service code 29 · EIN 48-0918231 | Legal | $231,524 |
ASB CAPITAL MANAGEMENT7 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 20 · EIN 80-0618452 | Investment management fees paid direc... | $229,776 |
Service code 28 · EIN 11-3786306 | Investment Management | $224,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 9.25% | 8.85%+0.4pp | 9.17%+0.1pp | 8.85%+0.4pp |
| Employer contribution / active EE | $7,179 | $8,529-15.8% | $40,523-82.3% | $8,529-15.8% |
| Participant deferral / active EE | $0 | $399-100.0% | $42-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |