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| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES1 year Service code 27 · EIN 94-2854958 | Advisory (Plan) | $504,831 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET CAPITAL, L.P. Service code 28 · EIN 04-3472863 | Investment Management | $417,195 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $195,134 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $181,966 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $112,905 |
PROSKAUER ROSE LLP4+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $110,156 |
THE BANK OF NEW YORK MELLON4+ years Service code 12 · EIN 13-5160382 | Shareholder servicing fees; Participa... | $95,352 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $66,061 |
Service code 28 · EIN 04-3063840 | Investment Management | $41,149 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $29,444 |
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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 | $955,976-100.0% | $280,855-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | -5.12% | -1.31%-3.8pp | -0.70%-4.4pp | 33.37%-38.5pp |
| Employer contribution / active EE | $23,052 | $12,967+77.8% | $28,903-20.2% | $11,253+104.9% |
| Participant deferral / active EE | $0 | $1-100.0% | $148-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $0 | $1,852-100.0% | $99,113-100.0% |