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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST INVESTOR SVCS GROUP Service code 51 50 S. LASALLE STREET, LQ-11 · CHICAGO, IL 60603 | Investment Mgmt Fees | $65,934 |
BOSTON TRUST WALDEN COMPANY5+ years Filed as: BOSTON TRUST & INVESTMENT CO. Service code 51 · EIN 04-6513644 ONE BEACON STREET, FLOOR 33 · BOSTON, MA 02108 | Investment Mgmt Fees | $60,830 |
LSV ASSET MANAGEMENT5+ years Service code 51 · EIN 20-0726879 155 NORTH WACKER DRIVE, SUITE 4600 · CHICAGO, IL 60606 | Investment Mgmt Fees | $54,745 |
MARCO CONSULTING GROUP5+ 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 MELLON4 years Filed as: BNY MELLON Service code 51 BNY MELLON CENTER, SUITE 5400 · PITTSBURGH, PA 152580001 | Investment Mgmt Fees | $35,878 |
CAMPANA, SARZA & TATEWOSIAN, LLP5+ years Service code 10 · EIN 05-0392492 300 METRO CENTER BLVD., STE 225 · WARWICK, RI 02886 | Accounting | $21,345 |
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 |
KRAKOW & SOURIS3 years Filed as: KRAKOW,SOURIS & LANDRY,LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $16,250 |
HAMILTON LANE ADVISORS, LLC5+ years Filed as: HAMILTON LANE Service code 51 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Investment Mgmt Fees | $12,863 |
SIGULER GUFF ADVISERS, LLC3 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 | $12,301 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 15.40% | 10.27%+5.1pp | 10.56%+4.8pp | 53.27%-37.9pp |
| Employer contribution / active EE | $12,063 | $12,273-1.7% | $30,197-60.1% | $14,774-18.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |