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| Provider | Service type | Compensation |
|---|---|---|
ALGER1 year Filed as: FRED ALGER MANAGEMENT LLC Service code 28 360 PARK AVE SOUTH · NEW YORK, NY 10010 | Investment Management | $90,124 |
BENESYS, INC.1 year Filed as: BENESYS ADMINISTRATION Service code 13 · EIN 38-2383171 7180 KNOLL CENTER PARKWAY STE 200 · PLEASANTON, CA 94556 | Contract Administrator | $64,082 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LP Service code 28 · EIN 23-2891243 | Investment Management | $51,809 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 27 · EIN 58-1645832 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $50,000 |
WEDGE CAPITAL MANAGEMENT6+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 54-1557450 1801 EAST 9TH STREET SUITE 1400 · CLEVELAND, OH 44114 | Investment Management | $43,625 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 84-6391546 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $39,540 |
VICTORY1 year Filed as: VICTORY CAPITA Service code 28 · EIN 26-3761443 4900 TIEDERMAN ROAD 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $37,827 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 3130 CROW CANYON PLACE STE 300 · SAN RAMON, CA 94583 | Accounting | $30,000 |
KRAW LAW GROUP3 years Service code 29 · EIN 77-0171216 605 ELLIS STREET SUITE 200 · MOUNTAIN VIEW, CA 94043 | Legal | $28,239 |
Filed as: U.S. BANK Service code 19 · EIN 31-0841368 505 N 7TH STREET · SAINT LOUIS, MO 63101 | Securities Custodian | $6,998 |
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 | $30,109 | $111,491-73.0% | $189,534-84.1% | $86,828-65.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 20.40% | 83.50%-63.1pp | 555.39%-535.0pp | 97.95%-77.5pp |
| Employer contribution / active EE | $3,552 | $3,951-10.1% | $6,162-42.4% | $2,406+47.6% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,132-100.0% |
| Admin fee / account holder | $113 | $189-40.1% | $12,049-99.1% | $170-33.4% |