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| Provider | Service type | Compensation |
|---|---|---|
FRONTIER CAPITAL MANAGEMENT5+ years Filed as: FRONTIER CAPITAL Service code 28 · EIN 04-2715137 | Investment Management | $310,097 |
BOSTON PARTNERS5+ years Service code 28 · EIN 04-3270358 | Investment Management | $292,095 |
HARBOURVEST PARTNERS LP1 year Filed as: HARBOURVEST PARTNERS, LLC Service code 28 · EIN 98-1341541 ONE FINANCIAL CENTER 44TH FLOOR · BOSTON, MA 02111 | Investment Management | $189,039 |
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 16 · EIN 13-1928058 | Consulting | $175,281 |
JOHNSTON ASSET MANAGEMENT5+ years Service code 28 · EIN 02-6493485 | Investment Management | $170,798 |
AMERICAN REALTY ADVISORS4 years Service code 28 · EIN 33-0123114 | Investment Management | $169,833 |
LOOMIS SAYLES5+ years Service code 28 · EIN 20-8080381 | Investment Management | $146,274 |
MEKETA INVESTMENT GROUP3 years Filed as: MEKETA INVESTMENT GROUP, INC Service code 16 · EIN 04-2659023 100 LOWDER BROOK DR, SUITE 1100 · WESTWOOD, MA 02090 | Consulting | $139,446 |
DYAL OFFSHORE INVESTORS5+ years Service code 28 · EIN 98-0657373 | Investment Management | $124,690 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $69,747 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 0.0%0pp |
| Annual return | 18.80% | 12.20%+6.6pp | 10.56%+8.2pp | 21.83%-3.0pp |
| Employer contribution / active EE | $20,151 | $12,801+57.4% | $30,197-33.3% | $12,237+64.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |