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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,275,545 |
Filed as: JANUS CAPITAL MANAGEMENT Service code 27 · EIN 75-3019302 | Advisory (Plan) | $375,546 |
BOSTON PARTNERS4+ years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $357,271 |
Filed as: MUTUAL OF AMERICA Service code 28 · EIN 13-3701801 | Investment Management | $150,412 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $126,996 |
KEVIN J. DRISCOLL4+ years Service code 30 · EIN 13-2541630 | Employee (plan) | $122,674 |
LORD ABBETT1 year Filed as: LORD ABBETT & CO, LLC Service code 28 · EIN 13-5620131 | Investment Management | $121,211 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $90,000 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $77,588 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $73,550 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 4.67% | 12.20%-7.5pp | 10.56%-5.9pp | 21.83%-17.2pp |
| Employer contribution / active EE | $11,589 | $12,801-9.5% | $30,199-61.6% | $12,237-5.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |