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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS ADMINISTRATORS Service code 14 · EIN 38-2383171 | Plan Administrator | $221,344 |
Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $86,076 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT Service code 51 · EIN 26-3761443 | Investment Mgmt Fees | $75,926 |
WEDGE CAPITAL MANAGEMENT3 years Service code 51 · EIN 54-1557450 | Investment Mgmt Fees | $75,391 |
ALGER3 years Filed as: FRED ALGER MANAGEMENT LLC Service code 51 · EIN 13-2510833 | Investment Mgmt Fees | $74,655 |
Service code 16 · EIN 58-1645832 | Consulting | $72,500 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN REALTY ADVISORS LLC Service code 51 · EIN 33-0123114 | Investment Mgmt Fees | $64,975 |
NWPS1 year Service code 11 · EIN 04-3721424 | Actuarial | $61,056 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES & COMPANY Service code 51 · EIN 84-6391546 | Investment Mgmt Fees | $56,376 |
GREAT LAKE ADVISORS1 year Service code 51 · EIN 59-2385219 | Investment Mgmt Fees | $54,207 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 5.91% | 7.15%-1.2pp | 20.18%-14.3pp | 37.77%-31.9pp |
| Employer contribution / active EE | $7,920 | $13,270-40.3% | $29,108-72.8% | $15,798-49.9% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |