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| Provider | Service type | Compensation |
|---|---|---|
HARBOURVEST PARTNERS LP4 years Filed as: HARBOURVEST PARTNERS, LLC Service code 28 · EIN 98-1341541 ONE FINANCIAL CENTER 44TH FLOOR · BOSTON, MA 02111 | Investment Management | $506,093 |
AMERICAN REALTY ADVISORS7 years Service code 28 · EIN 33-0123114 | Investment Management | $280,069 |
BOSTON PARTNERS8+ years Service code 28 · EIN 04-3270358 | Investment Management | $226,173 |
MEKETA INVESTMENT GROUP6 years Filed as: MEKETA INVESTMENT GROUP, INC Service code 16 · EIN 04-2659023 100 LOWDER BROOK DR, SUITE 1100 · WESTWOOD, MA 02090 | Consulting | $201,776 |
THE SEGAL COMPANY8+ years Filed as: SEGAL COMPANY Service code 16 · EIN 13-1928058 | Consulting | $178,050 |
FRONTIER CAPITAL MANAGEMENT8+ years Filed as: FRONTIER CAPITAL Service code 28 · EIN 04-2715137 | Investment Management | $158,710 |
JOHNSTON ASSET MANAGEMENT8+ years Service code 28 · EIN 02-6493485 | Investment Management | $144,226 |
D. F. DENT & COMPANY, INC.2 years Filed as: DF DENT Service code 28 400 E PRATT ST 720 · BALTIMORE, MD 21202 | Investment Management | $100,226 |
IRONSIDES PARTNERSHIP2 years Service code 28 · EIN 61-1861893 | Investment Management | $84,375 |
LOOMIS SAYLES8+ years Service code 28 · EIN 20-8080381 | Investment Management | $81,420 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -11.05% | -7.95%-3.1pp | -5.85%-5.2pp | 23.41%-34.5pp |
| Employer contribution / active EE | $21,161 | $13,972+51.5% | $31,839-33.5% | $12,650+67.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |