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| Provider | Service type | Compensation |
|---|---|---|
HARBOURVEST PARTNERS LP5 years Filed as: HARBOURVEST PARTNERS, LLC Service code 28 · EIN 98-1341541 ONE FINANCIAL CENTER 44TH FLOOR · BOSTON, MA 02111 | Investment Management | $542,619 |
ARA CORE PROPERTY FUND1 year Service code 28 · EIN 33-0123114 | Investment Management | $284,975 |
BOSTON PARTNERS9+ years Service code 28 · EIN 04-3270358 | Investment Management | $270,275 |
MEKETA INVESTMENT GROUP7 years Filed as: MEKETA INVESTMENT GROUP, INC Service code 16 · EIN 04-2659023 100 LOWDER BROOK DR, SUITE 1100 · WESTWOOD, MA 02090 | Consulting | $203,884 |
PIMCO FUNDS1 year Filed as: PIMCO INVESTMENT MANAGEMENT Service code 28 650 NEWPORT CENTER DR · NEWPORT BEACH, CA 92660 | Investment Management | $198,273 |
FRONTIER CAPITAL MANAGEMENT9+ years Filed as: FRONTIER CAPITAL Service code 28 · EIN 04-2715137 | Investment Management | $167,751 |
THE SEGAL COMPANY9+ years Filed as: SEGAL COMPANY Service code 16 · EIN 13-1928058 | Consulting | $145,910 |
D. F. DENT & COMPANY, INC.3 years Filed as: DF DENT Service code 28 400 E PRATT ST 720 · BALTIMORE, MD 21202 | Investment Management | $109,424 |
LOOMIS SAYLES9+ years Service code 28 · EIN 20-8080381 | Investment Management | $101,369 |
IRONSIDES PARTNERSHIP3 years Service code 28 · EIN 61-1861893 | Investment Management | $84,375 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 9.28% | 7.95%+1.3pp | 20.18%-10.9pp | 9.11%+0.2pp |
| Employer contribution / active EE | $19,847 | $14,684+35.2% | $29,108-31.8% | $12,231+62.3% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |