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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 91-1042342 | Direct Payment | $144,822 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 50 · EIN 04-3200030 | Direct Payment | $98,487 |
ALGER6+ years Filed as: FRED ALGER MANAGEMENT INC. Service code 28 · EIN 13-2510833 | Investment Management | $92,235 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 16 · EIN 58-2432390 | Consulting | $90,000 |
NORTHWEST ADMINISTRATORS, INC.6+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $83,191 |
RBC GLOBAL ASSET MANAGEMENT5 years Filed as: RBC GLOBAL ASSET MANAGEMENT US, INC Service code 28 · EIN 41-1460668 | Investment Management | $74,283 |
BECKER CAPITAL MANAGEMENT6+ years Service code 28 · EIN 93-0663104 | Investment Management | $50,666 |
RAEL & LETSON6+ years Service code 11 · EIN 94-1701048 | Actuarial | $43,988 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $39,782 |
Service code 29 · EIN 91-0889948 | Legal | $18,000 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 10.69% | 6.41%+4.3pp | 8.01%+2.7pp | 11.45%-0.8pp |
| Employer contribution / active EE | $8,694 | $11,592-25.0% | $29,475-70.5% | $17,219-49.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |