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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS3+ years Service code 28 · EIN 04-3270358 | Investment Management | $370,267 |
FRONTIER CAPITAL MANAGEMENT3+ years Filed as: FRONTIER CAPITAL Service code 28 · EIN 04-2715137 | Investment Management | $314,168 |
DYAL OFFSHORE INVESTORS3+ years Service code 28 · EIN 98-0657373 | Investment Management | $180,380 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 16 · EIN 13-1928058 | Consulting | $152,136 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP, INC Service code 16 · EIN 04-2659023 100 LOWDER BROOK DR, SUITE 1100 · WESTWOOD, MA 02090 | Consulting | $140,880 |
LOOMIS SAYLES3+ years Service code 28 · EIN 20-8080381 | Investment Management | $137,688 |
JOHNSTON ASSET MANAGEMENT3+ years Service code 28 · EIN 02-6493485 | Investment Management | $127,640 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $118,046 |
AMERICAN REALTY ADVISORS2 years Service code 28 · EIN 33-0123114 | Investment Management | $104,802 |
MONDRIAN INVESTMENT GROUP3+ years Filed as: MONDRIAN INVESTMENT MANAGEMENT Service code 28 · EIN 56-2475915 | Investment Management | $83,525 |
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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 | $0 | $186,737-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.3%-31.3pp | 0.0%0pp |
| Annual return | 13.55% | 17.84%-4.3pp | 7.90%+5.6pp | 17.84%-4.3pp |
| Employer contribution / active EE | $21,325 | $14,688+45.2% | $41,695-48.9% | $14,688+45.2% |
| Participant deferral / active EE | $0 | $770-100.0% | $47-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $811-100.0% | - |