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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IF INVESTORS PTY LTD Service code 28 | Investment Management | $1,214,118 |
E.I.S.B., INC.7+ years Service code 14 · EIN 94-1541240 | Plan Administrator | $506,841 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $344,635 |
Service code 28 · EIN 26-2237421 | Investment Management | $298,230 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Service code 28 · EIN 01-0614895 | Investment Management | $283,342 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $268,037 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR INVESTMENT MGMT LLC Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $243,454 |
ALAN BILLER & ASSOCIATES4 years Filed as: ALAN BILLER & ASSOCIATES INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $105,000 |
FOSTER & FOSTER2 years Service code 11 · EIN 59-1921114 | Actuarial | $58,599 |
COMERICA BANK7+ years Service code 18 · EIN 94-6062674 | Shareholder servicing fees; Float rev... | $37,866 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 16.76% | 19.37%-2.6pp | 11.08%+5.7pp | 15.63%+1.1pp |
| Employer contribution / active EE | $13,066 | $13,107-0.3% | $28,418-54.0% | $11,476+13.9% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |