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| Provider | Service type | Compensation |
|---|---|---|
FRONTIER CAPITAL MANAGEMENT2+ years Filed as: FRONTIER CAPITAL Service code 28 · EIN 04-2715137 | Investment Management | $289,460 |
BOSTON PARTNERS2+ years Service code 28 · EIN 04-3270358 | Investment Management | $261,493 |
DYAL OFFSHORE INVESTORS2+ years Service code 28 · EIN 98-0657373 | Investment Management | $200,000 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 16 · EIN 13-1928058 | Consulting | $190,712 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-3200030 | Investment Management | $139,654 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $117,699 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 16 · EIN 13-3406417 | Consulting | $111,000 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $110,116 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 28 · EIN 02-6493485 | Investment Management | $104,791 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN INVESTMENT MANAGEMENT Service code 28 · EIN 56-2475915 | Investment Management | $97,807 |
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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 | $381,942,733-100.0% | $176,816-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.2%-39.2pp | 0.0%0pp |
| Annual return | 9.03% | 9.19%-0.2pp | 2.89%+6.1pp | 9.19%-0.2pp |
| Employer contribution / active EE | $20,042 | $12,608+59.0% | $39,831-49.7% | $12,608+59.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $99-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $478-100.0% | $2,655,710-100.0% |