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| Provider | Service type | Compensation |
|---|---|---|
HARBOURVEST PARTNERS LP3 years Filed as: HARBOURVEST PARTNERS, LLC Service code 28 · EIN 98-1341541 ONE FINANCIAL CENTER 44TH FLOOR · BOSTON, MA 02111 | Investment Management | $405,886 |
BOSTON PARTNERS7+ years Service code 28 · EIN 04-3270358 | Investment Management | $295,312 |
FRONTIER CAPITAL MANAGEMENT7+ years Filed as: FRONTIER CAPITAL Service code 28 · EIN 04-2715137 | Investment Management | $225,588 |
JOHNSTON ASSET MANAGEMENT7+ years Service code 28 · EIN 02-6493485 | Investment Management | $214,836 |
MEKETA INVESTMENT GROUP5 years Filed as: MEKETA INVESTMENT GROUP, INC Service code 16 · EIN 04-2659023 100 LOWDER BROOK DR, SUITE 1100 · WESTWOOD, MA 02090 | Consulting | $193,603 |
AMERICAN REALTY ADVISORS6 years Service code 28 · EIN 33-0123114 | Investment Management | $183,143 |
THE SEGAL COMPANY7+ years Filed as: SEGAL COMPANY Service code 16 · EIN 13-1928058 | Consulting | $164,328 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $112,277 |
LOOMIS SAYLES7+ years Service code 28 · EIN 20-8080381 | Investment Management | $89,468 |
Filed as: GERDING EDLEN INVESTMENT MANAGEMENT Service code 28 · EIN 90-0809995 477 NW EVERETT ST · PORTLAND, OR 97209 | Investment Management | $74,434 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 15.59% | 19.37%-3.8pp | 11.08%+4.5pp | 15.63%0pp |
| Employer contribution / active EE | $18,494 | $13,107+41.1% | $28,418-34.9% | $11,476+61.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |