| Provider | Service type | Compensation |
|---|---|---|
Filed as: ABERDEEN STANDARD INVESTMENTS INC Service code 28 · EIN 51-0368279 | Investment Management | $621,368 |
Service code 28 · EIN 76-6192146 | Investment Management | $546,769 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $507,251 |
MEKETA INVESTMENT GROUP5+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $480,212 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $374,812 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 | Investment Management | $373,795 |
ARTISAN PARTNERS2 years Filed as: ARTISAN PARTNERS LP Service code 28 · EIN 30-0551775 | Investment Management | $334,105 |
FRANKLIN PARK2 years Filed as: FRANKLIN PARK ASSOCIATES, LLC Service code 27 · EIN 01-0769560 | Advisory (Plan) | $300,000 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-4064930 | Investment Management | $272,183 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $268,447 |
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 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 16.03% | 10.84%+5.2pp | 10.56%+5.5pp | 1023.85%-1007.8pp |
| Employer contribution / active EE | $13,561 | $14,186-4.4% | $30,199-55.1% | $11,605+16.8% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |