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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MELLON INVESTMENTS CORP Service code 28 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Management | $95,220 |
RIDGEWORTH4+ years Filed as: MONTAG & CALDWELL Service code 28 · EIN 26-3165863 | Investment Management | $80,394 |
STACEY BRAUN ASSOCIATES, INC.4+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $77,125 |
THE SEGAL COMPANY3 years Service code 11 · EIN 13-1835864 | Actuarial | $61,420 |
Service code 28 12 GILL ST 2600 · WOBURN, MA 01801 | Investment Management | $60,163 |
REINHART BOERNER VAN DEUREN S.C.4+ years Filed as: REINHART PARTNERS Service code 28 · EIN 39-1711628 | Investment Management | $51,465 |
LOOMIS SAYLES1 year Service code 28 655 ATLANTIC AVE · BOSTON, MA 02111 | Investment Management | $49,688 |
BOSTON PARTNERS1 year Filed as: BOSTON COMPANY ASSET MANAGEMENT Service code 28 200 WASHINGTON STREET, STE 1400 · BOSTON, MA 02109 | Investment Management | $45,309 |
Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 711 HIGH STREET · DES MOINES, IA 50392 | Investment Management | $43,283 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $39,952 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 6.83% | 10.27%-3.4pp | 10.56%-3.7pp | 53.27%-46.4pp |
| Employer contribution / active EE | $9,949 | $12,273-18.9% | $30,199-67.1% | $14,774-32.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |