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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED THIRD PARTY ADMIN.1+ years Filed as: ASSOCIATED THIRD PARTY ADMIN Service code 14 · EIN 94-3187938 | Plan Administrator | $453,018 |
Service code 14 · EIN 13-2928869 | Plan Administrator | $355,726 |
PROSKAUER ROSE LLP1+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $313,938 |
TOCQUEVILLE ASSET MANAGEMENT1+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3747557 | Investment Management | $276,904 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC GLOBAL ASSET MANAGEMENT U.S. Service code 28 · EIN 41-1460668 | Investment Management | $271,666 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL CO (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $176,723 |
LORD ABBETT1+ years Filed as: LORD ABBETT & COMPANY, LLC Service code 28 · EIN 13-5620131 | Investment Management | $145,467 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-2723087 | Securities Custodian | $138,241 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 28 · EIN 36-3429599 | Investment Management | $114,395 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $108,882 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,821-100.0% | $374,107-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 5.5%-5.5pp |
| Annual return | -0.48% | 7.44%-7.9pp | 4.74%-5.2pp | 5.86%-6.3pp |
| Employer contribution / active EE | $3,363 | $12,240-72.5% | $36,089-90.7% | $10,137-66.8% |
| Participant deferral / active EE | $0 | $76-100.0% | $59-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $10,677-100.0% | $387-100.0% |