| Provider | Service type | Compensation |
|---|---|---|
COURTLAND PARTNERS1+ years Service code 16 · EIN 34-1805154 | Consulting | $727,763 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $552,051 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT CO, LLP Service code 51 · EIN 04-2683227 | Investment Mgmt Fees | $522,971 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Service code 28 · EIN 51-0368279 | Investment Management | $454,235 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 51 · EIN 13-5545100 | Investment Mgmt Fees | $323,184 |
FRANKLIN PARK1+ years Service code 28 · EIN 01-0769560 | Investment Management | $300,000 |
ARTISAN PARTNERS1+ years Filed as: ARTISAN Service code 28 · EIN 39-1807188 | Investment Management | $271,992 |
MEKETA INVESTMENT GROUP1+ years Service code 16 · EIN 04-2659023 | Consulting | $270,606 |
THE SEGAL COMPANY1+ years Service code 16 · EIN 13-1928058 | Consulting | $213,188 |
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $206,393 |
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 | $115,244-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -0.78% | 3.11%-3.9pp | -1.61%+0.8pp | 3.11%-3.9pp |
| Employer contribution / active EE | $12,476 | $9,361+33.3% | $30,840-59.5% | $9,361+33.3% |
| Participant deferral / active EE | $0 | $375-100.0% | $41-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $3,433-100.0% | - |