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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 711 HIGH STREET · DES MOINES, IA 50392 | Investment Management | $259,683 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON INVESTMENTS CORP Service code 28 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Management | $130,501 |
ULLICO1 year Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $111,484 |
RIDGEWORTH5+ years Filed as: MONTAG & CALDWELL Service code 28 · EIN 26-3165863 | Investment Management | $85,164 |
THE SEGAL COMPANY4 years Service code 11 · EIN 13-1835864 | Actuarial | $81,701 |
STACEY BRAUN ASSOCIATES, INC.5+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $81,202 |
Service code 28 12 GILL ST 2600 · WOBURN, MA 01801 | Investment Management | $55,588 |
LOOMIS SAYLES2 years Service code 28 655 ATLANTIC AVE · BOSTON, MA 02111 | Investment Management | $53,463 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $51,240 |
BMO HARRIS BANK NA2 years Filed as: BMO ASSET MANAGEMENT Service code 28 115 S. LASALLE, 11TH FLOOR · CHICAGO, IL 60603 | Investment Management | $48,077 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 4.51% | 6.41%-1.9pp | 8.01%-3.5pp | 11.45%-6.9pp |
| Employer contribution / active EE | $11,660 | $11,592+0.6% | $29,476-60.4% | $17,219-32.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |