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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES9+ years Service code 28 · EIN 84-6391546 | Investment Management | $53,741 |
BENESYS, INC.2 years Filed as: BENESYS ADMINISTRATORS INC. Service code 13 · EIN 38-2383171 | Contract Administrator | $48,129 |
Service code 28 · EIN 04-2895544 | Investment Management | $40,651 |
KRAW LAW GROUP9+ years Service code 29 · EIN 32-0465891 | Legal | $40,631 |
POLEN CAPITAL2 years Service code 51 1825 CORPORATE BLVD NW #300 · BOCA RATON, FL 33431 | Investment Mgmt Fees | $25,852 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $25,000 |
INVESTMENT PERFORMANCE SERVICES9+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $24,409 |
SMART SOURCE LLC1 year Service code 36 7270 MCGINNIS FERRY RD · SUWANEE, GA 30024 | Copying and duplicating; Direct payme... | $18,476 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $14,790 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $14,216 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,801 | $100,272-82.2% | $170,055-89.5% | $74,478-76.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 7.01% | 66.12%-59.1pp | 53.43%-46.4pp | 34.37%-27.4pp |
| Employer contribution / active EE | $2,720 | $4,266-36.2% | $6,790-60.0% | $2,637+3.1% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,410-100.0% | $4,530-100.0% |
| Admin fee / account holder | $133 | $235-43.1% | $12,828-99.0% | $347-61.5% |