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| Provider | Service type | Compensation |
|---|---|---|
QS BATTERYMARCH FINANCIAL MGMT.1+ years Filed as: QS BATTERYMARCH FINANCIAL MGMT, INC Service code 28 · EIN 52-1893111 | Investment Management | $294,132 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $186,031 |
BLACKSTONE1+ years Filed as: BLACKSTONE ALTERN ASSET MGMT LP Service code 28 · EIN 13-3702086 | Investment Management | $185,654 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $180,277 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN INVESTMENT MGMT, INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $155,362 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $148,657 |
ACADIAN ASSET MANAGEMENT LLC1+ years Service code 28 · EIN 04-2929221 | Investment Management | $142,758 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $112,500 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $110,083 |
AMERICAN REALTY ADVISORS1+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $105,457 |
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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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 0.00% | -0.09%+0.1pp | -0.81%+0.8pp | 1.67%-1.7pp |
| Employer contribution / active EE | $11,416 | $11,440-0.2% | $38,425-70.3% | $10,506+8.7% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |