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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-2928869 | Plan Administrator | $953,781 |
Filed as: RBC GLOBAL ASSET MANAGEMENT (US) IN Service code 28 · EIN 41-1460668 | Investment Management | $309,401 |
BOSTON PARTNERS4 years Service code 28 · EIN 98-0202744 | Investment Management | $273,943 |
PROSKAUER ROSE LLP6 years Service code 29 · EIN 13-1840454 | Legal | $238,033 |
Filed as: MESIROW INSTITUTIONAL INV MGMT INC Service code 27 · EIN 36-3429599 | Advisory (Plan) | $214,651 |
LOOMIS SAYLES4 years Filed as: LOOMIS, SAYLES & COMPANY, L.P Service code 28 · EIN 20-8080381 | Investment Management | $211,705 |
LORD ABBETT1 year Filed as: LORD, ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $169,197 |
THE SEGAL COMPANY6 years Service code 11 · EIN 13-1835864 | Actuarial | $164,266 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $119,755 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $95,503 |
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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 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 7.00% | 33.11%-26.1pp | 12.68%-5.7pp | 33.11%-26.1pp |
| Employer contribution / active EE | $3,698 | $9,000-58.9% | $41,626-91.1% | $9,000-58.9% |
| Participant deferral / active EE | $0 | $680-100.0% | $96-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |