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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES7+ years Service code 28 · EIN 84-6391546 PO BOX 7247-6804 · PHILADELPHIA, PA 171706804 | Investment Management | $170,644 |
BENESYS, INC.1 year Filed as: BENESYS ADMINISTRATORS INC. Service code 13 · EIN 38-2383171 700 TOWER DRIVE SUITE 300 · TROY, MI 48098 | Contract Administrator | $164,392 |
Service code 28 · EIN 04-2895544 15260 VENTURA BLVD SUITE 1510 · SHERMAN OAKS, CA 91403 | Investment Management | $157,383 |
Service code 28 · EIN 75-2403190 2200 ROSS AVE SUITE 3100 · DALLAS, TX 75201 | Investment Management | $136,995 |
JACOBS & COMPANY7+ years Service code 28 · EIN 94-3056301 595 MARKET STREET SUIT 1330 · SAN FRANCISCO, CA 94105 | Investment Management | $117,974 |
INVESTMENT PERFORMANCE SERVICES7+ years Service code 27 · EIN 58-2432390 PO BOX 9510 · SAVANNAH, GA 31412 | Advisory (Plan) | $102,500 |
VICTORY1 year Filed as: VICTORY CAPITAL Service code 51 PO BOX 182903 · COLUMBUS, OH 432182903 | Investment Mgmt Fees | $100,646 |
RAEL & LETSON1 year Service code 11 · EIN 94-1701048 DEPT LA 24736 · PASADENA, CA 911854736 | Actuarial | $100,360 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 1200 6TH AVENUE SUITE 700 · SEATTLE, WA 98101 | Investment Management | $83,828 |
Filed as: HAMILTON LANE Service code 51 201 CALIFORINA STREET · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $62,976 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 14.50% | 12.07%+2.4pp | 8.95%+5.6pp | 15.63%-1.1pp |
| Employer contribution / active EE | $3,106 | $9,481-67.2% | $46,559-93.3% | $11,476-72.9% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |