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| Provider | Service type | Compensation |
|---|---|---|
FRONTIER CAPITAL MANAGEMENT4+ years Filed as: FRONTIER CAPITAL Service code 28 · EIN 04-2715137 | Investment Management | $332,184 |
BOSTON PARTNERS4+ years Service code 28 · EIN 04-3270358 | Investment Management | $314,035 |
LOOMIS SAYLES4+ years Service code 28 · EIN 20-8080381 | Investment Management | $204,448 |
AMERICAN REALTY ADVISORS3 years Service code 28 · EIN 33-0123114 | Investment Management | $160,162 |
JOHNSTON ASSET MANAGEMENT4+ years Service code 28 · EIN 02-6493485 | Investment Management | $156,968 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA INVESTMENT GROUP, INC Service code 16 · EIN 04-2659023 100 LOWDER BROOK DR, SUITE 1100 · WESTWOOD, MA 02090 | Consulting | $152,448 |
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY Service code 16 · EIN 13-1928058 | Consulting | $147,765 |
MONDRIAN INVESTMENT GROUP4+ years Filed as: MONDRIAN INVESTMENT MANAGEMENT Service code 28 · EIN 56-2475915 | Investment Management | $128,352 |
DYAL OFFSHORE INVESTORS4+ years Service code 28 · EIN 98-0657373 | Investment Management | $122,665 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $100,445 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $157,995-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.3%-41.3pp | 0.0%0pp |
| Annual return | -7.77% | 33.37%-41.1pp | 83.75%-91.5pp | 33.37%-41.1pp |
| Employer contribution / active EE | $21,690 | $11,253+92.7% | $41,592-47.9% | $11,253+92.7% |
| Participant deferral / active EE | $0 | $819-100.0% | $77-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $678-100.0% | $99,113-100.0% |