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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-2928869 | Plan Administrator | $737,857 |
PROSKAUER ROSE LLP3 years Service code 29 · EIN 13-1840454 | Legal | $360,184 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: RBC GLOBAL ASSET MANAGEMENT US INC Service code 28 · EIN 41-1460668 | Investment Management | $348,871 |
BREDHOFF & KAISER1 year Filed as: BREDHOFF & KAISER P L L C Service code 29 · EIN 52-0969534 | Legal | $272,572 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY, L.P Service code 28 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $235,979 |
BOSTON PARTNERS1 year Service code 28 · EIN 98-0202744 | Investment Management | $200,557 |
THE SEGAL COMPANY3 years Service code 11 · EIN 13-1835864 | Actuarial | $168,791 |
LORD ABBETT3 years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $163,728 |
Service code 28 · EIN 36-3429599 | Investment Management | $147,346 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $108,048 |
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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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | -1.73% | 5230.06%-5231.8pp | 9.52%-11.2pp | 5230.06%-5231.8pp |
| Employer contribution / active EE | $5,057 | $10,491-51.8% | $41,951-87.9% | $10,491-51.8% |
| Participant deferral / active EE | $0 | $460-100.0% | $18-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |