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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Service code 28 · EIN 95-4871482 | Investment Management | $134,923 |
ALGER2 years Filed as: ALFRED ALGER Service code 28 360 PARK AVE SOUTH · NEW YORK, NY 10010 | Investment Management | $72,151 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $62,477 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 301 SOUTH COLLEGE STREET, STE 2920 · CHARLOTTE, NC 282026002 | Investment Management | $54,830 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 28 · EIN 58-1645832 | Investment Management | $44,075 |
BOYD WATTERSON ASSET MANAGEMENT3+ years Filed as: BOYD WATTERSON Service code 28 1801 EAST 9TH STREET, SUITE 1400 · CLEVELAND, OH 44114 | Investment Management | $39,927 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LP Service code 28 · EIN 23-2891243 | Investment Management | $33,700 |
BENESYS, INC.3+ years Filed as: BENESYS ADMINSTRATORS Service code 50 · EIN 38-2383171 | Direct Payment | $33,510 |
LOOMIS SAYLES3+ years Service code 28 · EIN 84-6391546 | Investment Management | $26,414 |
KRAW LAW GROUP3+ years Filed as: KRAW & KRAW Service code 29 · EIN 77-0171216 | Legal | $21,486 |
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 | $26,638 | $80,005-66.7% | $140,019-81.0% | $55,727-52.2% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | 7.69% | 0.46%+7.2pp | 651.19%-643.5pp | 244.94%-237.2pp |
| Employer contribution / active EE | $4,799 | $3,403+41.0% | $5,605-14.4% | $2,078+130.9% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $228 | $116+97.4% | $10,705-97.9% | $115+98.3% |