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| Provider | Service type | Compensation |
|---|---|---|
Service code 59 · EIN 84-0467907 | Shareholder Servicing | $298,881 |
Filed as: GRANTHAM MAYO VAN OTTERLOO & CO LLP Service code 28 · EIN 04-6566648 | Investment Management | $297,322 |
FRANKLIN TEMPLETON3+ years Service code 28 · EIN 80-0733663 | Investment Management | $158,697 |
NEW ENGLAND PENSION CONSULTANTS3+ years Service code 17 · EIN 04-3297339 | Pension Consulting | $132,834 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $123,947 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $82,120 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $51,442 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 11-3046497 | Accounting | $32,115 |
IVINS, PHILLIPS & BARKER2 years Filed as: IVINS, PHILLIPS, AND BARKER Service code 10 · EIN 52-1229560 | Accounting | $21,362 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | 6.49% | 201.32%-194.8pp | 12.68%-6.2pp | 33.37%-26.9pp |
| Employer contribution / active EE | $15,549 | $10,877+43.0% | $22,860-32.0% | $11,253+38.2% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |