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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC1+ years Filed as: BAIRD Service code 16 · EIN 39-6037917 | Consulting | $73,335 |
Filed as: TCW INVESTMENT MANAGEMENT CO LLC Service code 28 865 SOUTH FIGUEROA STREET, STE 2100 · LOS ANGELES, CA 90017 | Investment Management | $16,648 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO INVESTMENT MANAGEMENT, INC Service code 28 909 THIRD AVENUE, 32ND FLOOR · NEW YORK, NY 10022 | Investment Management | $14,574 |
SKBA CAPITAL MANAGEMENT1+ years Filed as: SKBA CAPITAL MANAGEMENT LLC Service code 28 44 MONTGOMERY STREET, STE 3500 · SAN FRANCISCO, CA 94104 | Investment Management | $12,053 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 127 PUBLIC SQUARE, 14TH FLOOR · CLEVELAND, OH 44114 | Investment Management | $11,962 |
ANCHOR CAPITAL ADVISORS LLC1+ years Service code 28 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Investment Management | $8,439 |
WAKEFIELD ASSET MANAGEMENT1+ years Filed as: WAKEFIELD ASSET MANAGEMENT LLP Service code 28 7887 E. BELLEVIEW AVE, STE 800 · ENGLEWOOD, CO 80111 | Investment Management | $7,557 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,010 | $62,324-59.9% | $68,509-63.5% | $55,191-54.7% |
| Participation rate | 97.9% | 78.9%+19.0pp | 74.7%+23.2pp | 69.2%+28.7pp |
| Annual return | 1.29% | 4.26%-3.0pp | 8.27%-7.0pp | 10.78%-9.5pp |
| Employer contribution / active EE | $794 | $2,223-64.3% | $2,278-65.2% | $1,899-58.2% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $3,382-100.0% | $3,046-100.0% |
| Admin fee / account holder | $160 | $91+74.8% | $5,275-97.0% | $91+76.0% |