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| Provider | Service type | Compensation |
|---|---|---|
ALGER3 years Filed as: ALFRED ALGER Service code 28 360 PARK AVE SOUTH · NEW YORK, NY 10010 | Investment Management | $54,562 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2683227 | Investment Mgmt Fees | $51,121 |
INVESTMENT PERFORMANCE SERVICES4+ years Service code 28 · EIN 58-1645832 | Investment Management | $48,782 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 1801 EAST 9TH STREET, SUITE 1400 · CLEVELAND, OH 44114 | Investment Management | $39,520 |
GLOBAL TRUST COMPANY2 years Service code 28 · EIN 26-3761443 | Investment Management | $37,399 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LP Service code 28 · EIN 23-2891243 | Investment Management | $36,278 |
BENESYS, INC.4+ years Filed as: BENESYS ADMINSTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $34,008 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 84-6391546 | Investment Management | $32,851 |
KRAW LAW GROUP1 year Service code 29 · EIN 77-0171216 | Legal | $30,934 |
EIDE BAILLY LLP2 years Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289 | Accounting | $16,986 |
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 | $25,488 | $88,515-71.2% | $162,185-84.3% | $67,584-62.3% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 4.06% | 27.04%-23.0pp | 115.61%-111.6pp | 378.59%-374.5pp |
| Employer contribution / active EE | $3,963 | $3,563+11.2% | $5,613-29.4% | $2,148+84.5% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,540-100.0% |
| Admin fee / account holder | $146 | $124+17.8% | $10,844-98.7% | $142+2.4% |