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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Service code 28 · EIN 95-4871482 | Investment Management | $132,625 |
ALGER1 year Filed as: ALFRED ALGER Service code 21 360 PARK AVE SOUTH · NEW YORK, NY 10010 | Bank Trustee | $55,011 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST Service code 27 · EIN 04-2755549 | Advisory (Plan) | $54,153 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 301 SOUTH COLLEGE STREET, STE 2920 · CHARLOTTE, NC 282026002 | Investment Management | $51,135 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 28 · EIN 58-1645832 | Investment Management | $45,000 |
BOYD WATTERSON ASSET MANAGEMENT2+ years Filed as: BOYD WATTERSON Service code 28 1801 EAST 9TH STREET, SUITE 1400 · CLEVELAND, OH 44114 | Investment Management | $39,265 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LP Service code 28 · EIN 23-2891243 | Investment Management | $32,902 |
BENESYS, INC.2+ years Filed as: BENESYS ADMINSTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $32,532 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-1554250 | Investment Management | $25,824 |
HEMMING MORSE2+ years Filed as: HEMMING MORSE LLP Service code 10 · EIN 30-0702322 | Accounting | $17,342 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,246 | $81,537-70.3% | $149,721-83.8% | $69,634-65.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 5.95% | 22.79%-16.8pp | 1501.67%-1495.7pp | 27572.26%-27566.3pp |
| Employer contribution / active EE | $4,560 | $3,239+40.8% | $5,444-16.2% | $2,032+124.4% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $208 | $107+94.7% | $11,282-98.2% | $110+88.4% |