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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT4+ years Service code 51 · EIN 20-0726879 155 NORTH WACKER DRIVE, SUITE 4600 · CHICAGO, IL 60606 | Investment Mgmt Fees | $61,164 |
BOSTON TRUST WALDEN COMPANY4+ years Filed as: BOSTON TRUST & INVESTMENT CO. Service code 51 · EIN 04-6513644 ONE BEACON STREET, FLOOR 33 · BOSTON, MA 02108 | Investment Mgmt Fees | $58,360 |
MARCO CONSULTING GROUP4+ years Filed as: THE MARCO CONSULTING GROUP Service code 17 · EIN 36-3555078 25 BRAINTREE HILL PARK 103 · BRAINTREE, MA 021848707 | Pension Consulting | $45,000 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 51 BNY MELLON CENTER, SUITE 5400 · PITTSBURGH, PA 152580001 | Investment Mgmt Fees | $28,850 |
SIGULER GUFF ADVISERS, LLC2 years Filed as: SIGULER GUFF & COMPANY, LP Service code 51 · EIN 81-1138441 825 THIRD AVENUE, 10TH FLOOR · NEW YORK, NY 10022 | Investment Mgmt Fees | $21,191 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES, Service code 11 · EIN 31-1582098 6050 OAK TREE BLVD. S. SUITE 500 · CLEVELAND, OH 44131 | Actuarial | $21,000 |
CAMPANA, SARZA & TATEWOSIAN, LLP4+ years Service code 10 · EIN 05-0392492 300 METRO CENTER BLVD., STE 225 · WARWICK, RI 02886 | Accounting | $20,330 |
KRAKOW & SOURIS2 years Filed as: KRAKOW,SOURIS & LANDRY,LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $15,750 |
AMALGAMATED BANK4+ years Service code 51 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Investment Mgmt Fees | $10,617 |
HAMILTON LANE ADVISORS, LLC4+ years Filed as: HAMILTON LANE Service code 51 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Investment Mgmt Fees | $9,755 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -4.68% | 4.25%-8.9pp | -752.26%+747.6pp | 0.19%-4.9pp |
| Employer contribution / active EE | $11,856 | $11,906-0.4% | $31,802-62.7% | $13,763-13.9% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |