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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,217,337 |
BOSTON PARTNERS2+ years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $312,086 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: JANUS CAPITAL MANAGEMENT, LLC Service code 27 · EIN 75-3019302 | Advisory (Plan) | $308,349 |
EB NCML GLOBAL REAL RETURN FUND2+ years Service code 28 · EIN 25-6078093 | Investment Management | $303,260 |
Filed as: MUTUAL OF AMERICA Service code 28 · EIN 13-3701801 | Investment Management | $171,082 |
KEVIN J. DRISCOLL2+ years Service code 30 · EIN 13-2541630 | Employee (plan) | $113,509 |
LORD ABBETT2+ years Filed as: LORD ABBETT AND CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $110,825 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $99,254 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS, INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $90,000 |
WILLIAM J. TURNBULL1 year Filed as: WILLIAM J TURNBULL Service code 30 · EIN 13-2541630 | Employee (plan) | $67,410 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 11.77% | 12.33%-0.6pp | 8.32%+3.4pp | 17.84%-6.1pp |
| Employer contribution / active EE | $10,781 | $11,641-7.4% | $30,793-65.0% | $14,688-26.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |