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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST INVESTOR SVCS GROUP Service code 28 333 S. WABASH AVENUE, WB-33 · CHICAGO, IL 60604 | Investment Management | $76,283 |
NEWTOWER TRUST COMPANY1 year Filed as: NEWTOWER TRUST COMPANY - MEPT Service code 28 · EIN 52-6218800 7315 WISCONSIN AVE, SUITE 350W · BETHESDA, MD 20814 | Investment Management | $52,520 |
PGIM INVESTMENTS1 year Filed as: JENNISON U.S. SMALL CAP EQUITY Service code 28 | Investment Management | $50,726 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 116 HUNTINGTON AVENUE, SUITE 901 · BOSTON, MA 02116 | Advisory (Plan) | $45,000 |
Filed as: SIGULER GUFF SMALL BUYOUT OP FD V Service code 28 · EIN 87-2258157 200 PARK AVENUE, 14TH FLOOR · NEW YORK, NY 10166 | Investment Management | $43,200 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 6050 OAK TREE BLVD. S. SUITE 500 · CLEVELAND, OH 44131 | Actuarial | $38,033 |
CAMPANA, SARZA & TATEWOSIAN, LLP9+ years Service code 10 · EIN 05-0392492 300 METRO CENTER BLVD., STE 225 · WARWICK, RI 02886 | Accounting | $25,920 |
Filed as: SIGULER GUFF SMALL BUYOUT OP FD IV Service code 28 · EIN 83-2907315 200 PARK AVENUE, 14TH FLOOR · NEW YORK, NY 10166 | Investment Management | $25,390 |
KRAKOW & SOURIS7 years Filed as: KRAKOW,SOURIS & LANDRY,LLC Service code 29 · EIN 04-3363718 90 CANAL STREET, 4TH FLOOR · BOSTON, MA 02114 | Legal | $17,500 |
Filed as: HAMILTON LANE VIII Service code 28 110 WASHINGTON STREET, SUITE 1300 · CONSHOHOCKEN, PA 19428 | Investment Management | $14,226 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 10.96% | 7.15%+3.8pp | 20.18%-9.2pp | 37.74%-26.8pp |
| Employer contribution / active EE | $18,322 | $13,270+38.1% | $29,108-37.1% | $15,788+16.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |