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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $924,169 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $734,788 |
Service code 13 · EIN 04-6063733 | Contract Administrator | $720,000 |
HARDING LOEVNER LP9+ years Service code 28 · EIN 27-0684167 | Investment Management | $713,049 |
EARNEST PARTNERS, LLC9+ years Filed as: EARNEST PARTNERS LLC Service code 28 · EIN 58-2386669 | Investment Management | $584,412 |
RIVER ROAD ASSET MANAGEMENT9+ years Filed as: RIVER ROAD Service code 28 · EIN 43-2076925 | Investment Management | $537,191 |
SIGULER GUFF ADVISERS, LLC3 years Filed as: SIGULER GUFF SBOF V Service code 28 · EIN 85-0628690 | Investment Management | $519,054 |
GCM GROSVENOR5 years Filed as: GROSVENOR LABOR IMPACT FEEDER FUND Service code 28 · EIN 30-1013018 | Investment Management | $475,960 |
WESTFIELD CAPITAL MANAGEMENT9+ years Service code 28 · EIN 80-0175963 | Investment Management | $470,700 |
ROBECO INVESTMENT MANAGEMENT9+ years Service code 28 · EIN 04-3404987 | Investment Management | $405,500 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 14.01% | 8.48%+5.5pp | 8.10%+5.9pp | 8.48%+5.5pp |
| Employer contribution / active EE | $18,132 | $9,949+82.3% | $28,649-36.7% | $9,949+82.3% |
| Participant deferral / active EE | $0 | $734-100.0% | $10-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |