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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 86-1529826 11100 SANTA MONICA BLVD, SUITE 2000 · LOS ANGELES, CA 90025 | Securities Custodian | $927,555 |
Filed as: BOYD WATTERSON ASSET MGMT LLC Service code 19 · EIN 34-1922005 1301 E 9TH STREET, SUITE 2900 · CLEVELAND, OH 44114 | Securities Custodian | $331,771 |
COLUMBIA3 years Filed as: COLUMBIA MGMT INVEST ADVISERS, LLC Service code 28 · EIN 41-1533211 707 2ND AVE S · MINNEAPOLIS, MN 55402 | Investment Management | $238,701 |
AMERICAN FUNDS3 years Filed as: CRESCENT CAPITAL GROUP LP Service code 19 · EIN 26-3761443 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Securities Custodian | $114,775 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 19 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Securities Custodian | $112,426 |
THE BANK OF NEW YORK MELLON9+ years Service code 19 · EIN 13-5160382 201 WASHINGTON STREET, 15TH FLOOR · BOSTON, MA 02108 | Securities Custodian | $101,451 |
ANNALISA DEFALCO9+ years Service code 14 · EIN 11-1970385 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Plan Administrator | $95,731 |
EATON VANCE2 years Service code 28 · EIN 04-3101341 ONE POST OFFICE SQUARE, SUITE 1600 · BOSTON, MA 02109 | Investment Management | $93,522 |
THE SEGAL COMPANY9+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $91,930 |
Service code 19 · EIN 38-4055754 900 NORTH MICHIGAN AVENUE, STE 1100 · CHICAGO, IL 60611 | Securities Custodian | $84,313 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.69% | 10.33%+1.4pp | 8.10%+3.6pp | 9.30%+2.4pp |
| Employer contribution / active EE | $22,800 | $14,972+52.3% | $28,649-20.4% | $12,551+81.7% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |