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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RDC GLOBAL ASSET MANAGEMENT Service code 28 · EIN 41-1460668 PO BOX 9195 · MINNEAPOLIS, MN 55480 | Investment Management | $168,839 |
Filed as: CHARTWELL INVESTMENT PARTNERS LP Service code 28 · EIN 23-2891243 1205 WESTLAKES DRIVE STE 100 · BERWYN, PA 19312 | Investment Management | $74,578 |
ALGER2 years Filed as: FRED ALGER MANAGEMENT LLC Service code 28 360 PARK AVE SOUTH · NEW YORK, NY 10010 | Investment Management | $72,726 |
WEDGE CAPITAL MANAGEMENT7+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 54-1557450 1801 EAST 9TH STREET SUITE 1400 · CLEVELAND, OH 44114 | Investment Management | $65,825 |
INVESTMENT PERFORMANCE SERVICES7+ years Service code 27 · EIN 58-1645832 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $53,750 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 84-6391546 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $52,312 |
BENESYS, INC.2 years Filed as: BENESYS ADMINISTRATION Service code 13 · EIN 38-2383171 7180 KNOLL CENTER PARKWAY STE 200 · PLEASANTON, CA 94556 | Contract Administrator | $47,476 |
VICTORY1 year Filed as: VICTORY CAPITAL Service code 28 · EIN 26-3761443 4900 TIEDERMAN ROAD 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $46,958 |
Filed as: GREAT LAKES ADVISORS LLC Service code 28 · EIN 80-0292839 7650 WEST COURTNEY CAMPBELL · TAMPA, FL 33607 | Investment Management | $35,660 |
KRAW LAW GROUP4 years Service code 29 · EIN 77-0171216 605 ELLIS STREET SUITE 200 · MOUNTAIN VIEW, CA 94043 | Legal | $30,645 |
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 | $28,462 | $86,897-67.2% | $151,634-81.2% | $64,829-56.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -7.22% | -3.57%-3.6pp | 3.32%-10.5pp | 32.85%-40.1pp |
| Employer contribution / active EE | $4,244 | $4,010+5.8% | $6,165-31.2% | $2,507+69.3% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,312-100.0% |
| Admin fee / account holder | $193 | $153+26.1% | $11,614-98.3% | $188+2.7% |