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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS3 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS, I Service code 28 · EIN 98-0202744 | Investment Management | $425,846 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $333,982 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 28 · EIN 13-4994650 | Investment Management | $254,414 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $233,551 |
O'DONOGHUE & O'DONOGHUE2 years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $198,080 |
CBRE CLARION SECURITIES LLC3 years Service code 28 · EIN 23-2802869 | Investment Management | $177,700 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $133,750 |
STATE STREET GLOBAL ADVISORS8+ years Service code 18 · EIN 81-4017137 | Other fees; Custodial (securities); C... | $103,665 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $98,775 |
VITECH SYSTEMS GROUP3 years Filed as: VITECH SYSTEMS SUB, LLC Service code 49 · EIN 13-3785492 | Other Services | $93,885 |
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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 | -12.29% | -7.95%-4.3pp | -5.85%-6.4pp | 23.41%-35.7pp |
| Employer contribution / active EE | $20,732 | $13,972+48.4% | $31,839-34.9% | $12,650+63.9% |
| 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% |