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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 91-1042342 | Direct Payment | $121,773 |
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: RBC GLOBAL ASSET MANAGEMENT US, INC Service code 28 · EIN 41-1460668 | Investment Management | $106,572 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 50 · EIN 04-3200030 | Direct Payment | $91,961 |
INVESTMENT PERFORMANCE SERVICES4+ years Service code 16 · EIN 58-2432390 | Consulting | $90,000 |
ALGER4+ years Filed as: FRED ALGER MANAGEMENT INC. Service code 28 · EIN 13-2510833 | Investment Management | $87,834 |
NORTHWEST ADMINISTRATORS, INC.4+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $77,040 |
BECKER CAPITAL MANAGEMENT4+ years Service code 28 · EIN 93-0663104 | Investment Management | $71,578 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $42,729 |
RAEL & LETSON4+ years Service code 11 · EIN 94-1701048 | Actuarial | $41,500 |
Service code 29 · EIN 91-0889948 | Legal | $23,223 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -3.60% | 4.25%-7.8pp | -752.26%+748.7pp | 0.19%-3.8pp |
| Employer contribution / active EE | $9,020 | $11,906-24.2% | $31,802-71.6% | $13,763-34.5% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |