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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-2928869 | Plan Administrator | $912,688 |
Filed as: RBC GLOBAL ASSET MANAGEMENT(US) INC Service code 28 · EIN 41-1460668 | Investment Management | $347,733 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $283,633 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLBL INVESTORS INC Service code 28 · EIN 98-0202744 | Investment Management | $254,100 |
THE SEGAL COMPANY7 years Service code 11 · EIN 13-1835864 | Actuarial | $215,960 |
Filed as: MESIROW INSTITUTIONAL INV MNGMT INC Service code 27 · EIN 88-0612424 | Advisory (Plan) | $209,211 |
PROSKAUER ROSE LLP7 years Service code 29 · EIN 13-1840454 | Legal | $191,453 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $145,909 |
LORD ABBETT2 years Filed as: LORD, ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $141,985 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $118,347 |
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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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 11.37% | 8.48%+2.9pp | 9.17%+2.2pp | 8.48%+2.9pp |
| Employer contribution / active EE | $4,211 | $9,949-57.7% | $40,523-89.6% | $9,949-57.7% |
| Participant deferral / active EE | $0 | $734-100.0% | $42-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |