| Provider | Service type | Compensation |
|---|---|---|
Filed as: ABERDEEN STANDARD INVESTMENTS INC Service code 28 · EIN 51-0368279 | Investment Management | $568,005 |
MEKETA INVESTMENT GROUP6+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $517,283 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $477,354 |
Service code 28 | Investment Management | $475,610 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $390,186 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL CO (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $387,606 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (securities); Other fees; I... | $371,039 |
ARTISAN PARTNERS3 years Filed as: ARTISAN PARTNERS LP Service code 28 · EIN 30-0551775 | Investment Management | $325,951 |
FRANKLIN PARK3 years Filed as: FRANKLIN PARK ASSOCIATES, LLC Service code 27 · EIN 01-0769560 | Advisory (Plan) | $300,000 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 30-0835489 | Investment Management | $251,151 |
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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 9.96% | 6.00%+4.0pp | 8.01%+2.0pp | 5230.06%-5220.1pp |
| Employer contribution / active EE | $13,039 | $14,010-6.9% | $29,476-55.8% | $10,491+24.3% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |