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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $130,779 |
Filed as: RBC GLOBAL ASSET MANAGEMENT US, INC Service code 28 · EIN 41-1460668 | Investment Management | $83,229 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 16 · EIN 58-2432390 | Consulting | $80,000 |
NORTHWEST ADMINISTRATORS, INC.2+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $76,991 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $70,430 |
ALGER2+ years Filed as: FRED ALGER MANAGEMENT INC. Service code 28 · EIN 13-2510833 | Investment Management | $65,012 |
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $63,646 |
BECKER CAPITAL MANAGEMENT2+ years Service code 28 · EIN 93-0663104 | Investment Management | $56,565 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $37,275 |
PROPEL INSURANCE2+ years Service code 16 · EIN 91-0830024 | Consulting | $13,529 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 7.37% | 3.49%+3.9pp | 4.16%+3.2pp | 7.18%+0.2pp |
| Employer contribution / active EE | $8,748 | $11,083-21.1% | $29,966-70.8% | $13,095-33.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |