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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT3 years Service code 28 · EIN 41-1460668 | Investment Management | $105,236 |
Filed as: CHARTWELL INVESTMENT PARTNERS LP Service code 28 · EIN 23-2891243 | Investment Management | $80,890 |
BENESYS, INC.2 years Filed as: BENESYS INC. Service code 14 · EIN 38-2383171 | Plan Administrator | $64,376 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 16 · EIN 58-1645832 | Consulting | $61,875 |
WEDGE CAPITAL MANAGEMENT10+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 54-1557450 | Investment Mgmt Fees | $58,093 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES & COMPANY Service code 51 · EIN 84-6391546 | Investment Mgmt Fees | $52,136 |
KRAW LAW GROUP7 years Service code 29 · EIN 77-0171216 | Legal | $43,140 |
VICTORY3 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 51 · EIN 26-3761443 | Investment Mgmt Fees | $33,297 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $26,000 |
GREAT LAKES ADVISORS, LLC4 years Filed as: GREAT LAKES ADVISORS LLC Service code 51 · EIN 80-0292839 | Investment Mgmt Fees | $22,406 |
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 | $120,072-100.0% | $199,883-100.0% | $71,012-100.0% |
| Participation rate | 0.0% | 88.3%-88.3pp | 86.8%-86.8pp | 58.6%-58.6pp |
| Annual return | 8.00% | 28.85%-20.9pp | 43.81%-35.8pp | 37.67%-29.7pp |
| Employer contribution / active EE | $4,420 | $4,435-0.3% | $6,261-29.4% | $2,348+88.2% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $9,138-100.0% | $3,246-100.0% |
| Admin fee / account holder | $0 | $308-100.0% | $17,268-100.0% | $1,167-100.0% |