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| Provider | Service type | Compensation |
|---|---|---|
VSG HOSTING INC1 year Filed as: VSG HOSTING, INC Service code 49 · EIN 20-4487588 | Other Services | $384,237 |
BOSTON PARTNERS3+ years Service code 28 · EIN 98-0202744 | Investment Management | $344,831 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Custodial (securities); Float revenue... | $292,696 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $282,059 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $253,904 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $251,048 |
OCM MEZZ III3+ years Filed as: OAKTREE ENHANCED INCOME FUND II Service code 28 · EIN 98-1151496 | Investment Management | $200,000 |
CBRE CLARION SECURITIES LLC3+ years Filed as: CBRE CLARION SECURITIES, LLC Service code 28 · EIN 23-2802869 | Investment Management | $134,542 |
Service code 11 · EIN 31-1582098 | Actuarial | $98,025 |
DELAWARE INVESTMENTS3+ years Filed as: MACQUARIE INFRASTRUCTION PARTNERS Service code 28 · EIN 20-5851123 | Investment Management | $91,782 |
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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 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 14.31% | 13.46%+0.8pp | 9.39%+4.9pp | 17.84%-3.5pp |
| Employer contribution / active EE | $18,582 | $16,846+10.3% | $33,466-44.5% | $14,688+26.5% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $657-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |