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| Provider | Service type | Compensation |
|---|---|---|
SIGULER GUFF ADVISERS, LLC6 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 | $69,031 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 51 466 LEXINGTON AVENUE, 17TH FLOOR · NEW YORK, NY 10017 | Investment Mgmt Fees | $58,901 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST INVESTOR SVCS GROUP Service code 51 50 S. LASALLE STREET, LQ-11 · CHICAGO, IL 60603 | Investment Mgmt Fees | $53,876 |
HAMILTON LANE ADVISORS, LLC8+ years Filed as: HAMILTON LANE Service code 51 110 WASHINGTON STREET, SUITE 1300 · CONSHOHOCKEN, PA 19428 | Investment Mgmt Fees | $53,500 |
THE BANK OF NEW YORK MELLON7 years Filed as: BNY MELLON Service code 51 BNY MELLON CENTER, SUITE 5400 · PITTSBURGH, PA 152580001 | Investment Mgmt Fees | $50,435 |
MARCO CONSULTING GROUP8+ 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 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES, Service code 11 · EIN 31-1582098 6050 OAK TREE BLVD. S. SUITE 500 · CLEVELAND, OH 44131 | Actuarial | $34,733 |
CAMPANA, SARZA & TATEWOSIAN, LLP8+ years Service code 10 · EIN 05-0392492 300 METRO CENTER BLVD., STE 225 · WARWICK, RI 02886 | Accounting | $24,705 |
KRAKOW & SOURIS6 years Filed as: KRAKOW,SOURIS & LANDRY,LLC Service code 29 · EIN 04-3363718 90 CANAL STREET, 4TH FLOOR · BOSTON, MA 02114 | Legal | $17,500 |
Service code 51 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Mgmt Fees | $11,230 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -13.50% | -8.26%-5.2pp | -5.85%-7.7pp | 2.77%-16.3pp |
| Employer contribution / active EE | $15,963 | $12,543+27.3% | $31,839-49.9% | $15,262+4.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |