| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Soft dollars commissions; Investment ... | $613,576 |
ALMANAC REALITY VII1 year Filed as: ALMANAC REALTY SECURITIES VII LP Service code 28 · EIN 47-1721750 | Investment Management | $565,713 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Service code 28 · EIN 51-0368279 | Investment Management | $479,180 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 51 · EIN 05-0530199 | Investment Mgmt Fees | $307,657 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT CO, LLP Service code 51 · EIN 04-2683227 | Investment Mgmt Fees | $307,223 |
FRANKLIN PARK2+ years Service code 28 · EIN 01-0769560 | Investment Management | $300,000 |
MEKETA INVESTMENT GROUP2+ years Service code 16 · EIN 04-2659023 | Consulting | $282,725 |
ARTISAN PARTNERS1 year Service code 28 · EIN 39-1807188 | Investment Management | $261,920 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $227,725 |
THE SEGAL COMPANY2+ years Service code 16 · EIN 13-1928058 | Consulting | $225,675 |
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 | $57,821-100.0% | $209,859-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 42.7%-42.7pp | 5.5%-5.5pp |
| Annual return | 6.19% | 5.86%+0.3pp | 4.16%+2.0pp | 5.86%+0.3pp |
| Employer contribution / active EE | $12,074 | $10,137+19.1% | $29,966-59.7% | $10,137+19.1% |
| Participant deferral / active EE | $0 | $492-100.0% | $145-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $13,952-100.0% | $387-100.0% |