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| Provider | Service type | Compensation |
|---|---|---|
JACOBS & COMPANY3+ years Service code 28 · EIN 94-3056301 | Investment Management | $53,963 |
BENESYS, INC.2 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $39,098 |
Filed as: US REAL ESTATE INVESTMENT FUND Service code 28 · EIN 04-2895544 | Investment Management | $36,648 |
LOOMIS SAYLES3+ years Service code 28 · EIN 84-6391546 | Investment Management | $28,382 |
Service code 28 · EIN 04-3200030 | Investment Management | $27,736 |
NEWTOWER TRUST COMPANY1 year Service code 28 · EIN 95-3056301 | Investment Management | $26,796 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $23,750 |
HEMMING MORSE3+ years Filed as: HEMMING MORSE LLP Service code 10 · EIN 30-0702322 | Accounting | $23,640 |
GOLDMAN SACHS1 year Filed as: CORBIN CAPITAL Service code 28 · EIN 30-0299433 | Investment Management | $16,219 |
PENN CAPITAL MANAGEMENT3+ years Filed as: PENN CAPITAL Service code 28 · EIN 20-1248621 | Investment Management | $15,789 |
Annual investment return 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 | $81,537-100.0% | $149,721-100.0% | $69,634-100.0% |
| Participation rate | 0.0% | 86.1%-86.1pp | 87.1%-87.1pp | 70.7%-70.7pp |
| Annual return | 8.66% | 22.79%-14.1pp | 1501.67%-1493.0pp | 27572.26%-27563.6pp |
| Employer contribution / active EE | $1,711 | $3,239-47.2% | $5,444-68.6% | $2,032-15.8% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,282-100.0% | $110-100.0% |