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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-2928869 | Plan Administrator | $914,852 |
RBC GLOBAL ASSET MANAGEMENT4 years Filed as: RBC GLOBAL ASSET MANAGEMENT US INC Service code 28 · EIN 41-1460668 | Investment Management | $384,976 |
LOOMIS SAYLES3 years Filed as: LOOMIS, SAYLES & COMPANY, L.P Service code 28 · EIN 20-8080381 | Investment Management | $316,822 |
BOSTON PARTNERS3 years Service code 28 · EIN 98-0202744 | Investment Management | $289,943 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $224,828 |
LORD ABBETT5 years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $188,776 |
PROSKAUER ROSE LLP5 years Service code 29 · EIN 13-1840454 | Legal | $186,379 |
THE SEGAL COMPANY5 years Service code 11 · EIN 13-1835864 | Actuarial | $175,351 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $112,449 |
ULLICO4 years Service code 28 · EIN 52-6435649 | Investment Management | $67,914 |
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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 | $788,447-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -6.60% | -14.80%+8.2pp | -3.21%-3.4pp | -14.80%+8.2pp |
| Employer contribution / active EE | $3,785 | $8,996-57.9% | $46,051-91.8% | $8,996-57.9% |
| Participant deferral / active EE | $0 | $455-100.0% | $31-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $46,258-100.0% | - |