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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,350,402 |
Filed as: JANUS CAPITAL MANAGEMENT Service code 27 · EIN 75-3019302 | Advisory (Plan) | $888,312 |
BOSTON PARTNERS6+ years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $580,642 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $301,623 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $166,164 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT, LL Service code 28 · EIN 34-1922005 | Investment Management | $133,306 |
KEVIN J. DRISCOLL6+ years Service code 30 · EIN 13-2541630 | Employee (plan) | $100,628 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $90,000 |
WILLIAM J. TURNBULL6+ years Service code 30 · EIN 13-2541630 | Employee (plan) | $84,635 |
THE BANK OF NEW YORK MELLON6+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $81,415 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 27.13% | 19.37%+7.8pp | 11.08%+16.1pp | 15.63%+11.5pp |
| Employer contribution / active EE | $12,508 | $13,107-4.6% | $28,418-56.0% | $11,476+9.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |