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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS, I Service code 28 · EIN 98-0202744 | Investment Management | $590,370 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $356,836 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $242,401 |
CBRE CLARION SECURITIES LLC2 years Service code 28 · EIN 23-2802869 | Investment Management | $187,802 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $128,750 |
STATE STREET GLOBAL ADVISORS7+ years Service code 18 · EIN 81-4017137 | Other fees; Investment management fee... | $112,518 |
VITECH SYSTEMS GROUP2 years Filed as: VITECH SYSTEMS SUB, LLC Service code 49 · EIN 13-3785492 | Other Services | $96,948 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-6078093 | Investment Management | $93,533 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $90,125 |
SCHULTHEIS & PANETTIERI, LLP2 years Service code 10 · EIN 13-1577780 | Accounting | $90,095 |
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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 | 14.61% | 19.37%-4.8pp | 11.08%+3.5pp | 15.63%-1.0pp |
| Employer contribution / active EE | $19,747 | $13,107+50.7% | $28,418-30.5% | $11,476+72.1% |
| 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% |