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| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES3 years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $919,447 |
ARROWSTREET CAPITAL3 years Filed as: ARROWSTREET CAPITAL, L.P. Service code 28 · EIN 04-3472863 | Investment Management | $911,703 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $349,575 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $279,495 |
PANAGORA ASSET MANAGEMENT3 years Service code 28 · EIN 04-3063840 | Investment Management | $236,655 |
THE BANK OF NEW YORK MELLON6+ years Service code 12 · EIN 13-5160382 | Participant communication; Other inve... | $95,580 |
THE SEGAL COMPANY3 years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $58,264 |
PROSKAUER ROSE LLP6+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $42,902 |
Service code 29 · EIN 22-1973215 | Legal | $40,000 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 19 · EIN 25-6078093 | Securities Custodian | $29,000 |
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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 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 15.11% | 10.88%+4.2pp | 10.57%+4.5pp | 12.86%+2.3pp |
| Employer contribution / active EE | $23,749 | $18,143+30.9% | $29,483-19.4% | $13,687+73.5% |
| Participant deferral / active EE | $0 | $4-100.0% | $150-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |