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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 | $69,255-100.0% | $256,809-100.0% | $69,255-100.0% |
| Participation rate | 0.0% | 69.0%-69.0pp | 88.5%-88.5pp | 69.0%-69.0pp |
| Annual return | 8.00% | 26.73%-18.7pp | 32.73%-24.7pp | 26.73%-18.7pp |
| Employer contribution / active EE | $4,420 | $2,645+67.1% | $7,263-39.1% | $2,645+67.1% |
| Participant deferral / active EE | $0 | $2,890-100.0% | $9,520-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $733-100.0% | $25,146-100.0% | $733-100.0% |