| Provider | Service type | Compensation |
|---|---|---|
Filed as: ABRDN INC Service code 28 · EIN 51-0368279 | Investment Management | $545,677 |
MEKETA INVESTMENT GROUP8+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $541,000 |
LAZARD ASSET MANAGEMENT8+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $496,769 |
Service code 28 | Investment Management | $429,735 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $409,574 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL CO (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $395,941 |
ARTISAN PARTNERS5 years Filed as: ARTISAN PARTNERS LP Service code 28 · EIN 30-0551775 | Investment Management | $389,918 |
AB FUNDS5 years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-4064930 | Investment Management | $331,358 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 30-0835489 | Investment Management | $326,554 |
FRANKLIN PARK5 years Filed as: FRANKLIN PARK ASSOCIATES, LLC Service code 27 · EIN 01-0769560 | Advisory (Plan) | $300,000 |
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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -8.80% | -5.36%-3.4pp | -5.85%-3.0pp | 7.68%-16.5pp |
| Employer contribution / active EE | $14,526 | $12,163+19.4% | $31,839-54.4% | $9,142+58.9% |
| Participant deferral / active EE | $0 | $1-100.0% | $2-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |