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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS2+ years Service code 28 · EIN 98-0202744 | Investment Management | $297,045 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $266,411 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $262,907 |
OCM MEZZ III2+ years Filed as: OAKTREE ENHANCED INCOME FUND II Service code 28 · EIN 98-1151496 | Investment Management | $200,000 |
THE SAVITZ ORGANIZATION1 year Filed as: THE SAVITZ ORGANIZATON Service code 11 · EIN 26-1371674 | Actuarial | $195,160 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $174,558 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Other fees; Custodial (securities); I... | $171,186 |
AMERICAN FUNDS2+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $153,842 |
CBRE CLARION SECURITIES LLC2+ years Filed as: CBRE CLARION SECURITIES, LLC Service code 28 · EIN 23-2802869 | Investment Management | $129,915 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 16 · EIN 13-2646110 | Consulting | $121,926 |
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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 | $381,942,733-100.0% | $115,939-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 7.63% | 5.69%+1.9pp | 3.97%+3.7pp | 9.19%-1.6pp |
| Employer contribution / active EE | $18,741 | $14,808+26.6% | $28,168-33.5% | $12,608+48.6% |
| Participant deferral / active EE | $0 | $2,219-100.0% | $274-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,837-100.0% | $2,655,710-100.0% |