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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-2928869 | Plan Administrator | $710,473 |
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: RBC GLOBAL ASSET MANAGEMENT US INC Service code 28 · EIN 41-1460668 | Investment Management | $350,625 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY, L.P Service code 28 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $312,235 |
BOSTON PARTNERS2 years Service code 28 · EIN 98-0202744 | Investment Management | $250,587 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 28 · EIN 36-3429599 | Investment Management | $193,738 |
PROSKAUER ROSE LLP4 years Service code 29 · EIN 13-1840454 | Legal | $180,375 |
THE SEGAL COMPANY4 years Service code 11 · EIN 13-1835864 | Actuarial | $174,603 |
LORD ABBETT4 years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $171,757 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $122,500 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $88,987 |
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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 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 23.22% | 19.39%+3.8pp | 8.95%+14.3pp | 19.39%+3.8pp |
| Employer contribution / active EE | $3,810 | $8,446-54.9% | $46,559-91.8% | $8,446-54.9% |
| Participant deferral / active EE | $0 | $353-100.0% | $131-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |