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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,721,108 |
Filed as: JANUS CAPITAL MANAGEMENT Service code 27 · EIN 75-3019302 | Advisory (Plan) | $886,819 |
BOSTON PARTNERS7+ years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $695,012 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT, LL Service code 28 · EIN 34-1922005 | Investment Management | $432,922 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $313,957 |
VITECH SYSTEMS GROUP7+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $173,083 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $167,005 |
KEVIN J. DRISCOLL7+ years Service code 30 · EIN 13-2541630 | Employee (plan) | $95,766 |
WILLIAM J. TURNBULL7+ years Service code 30 · EIN 13-2541630 | Employee (plan) | $94,304 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO INVESTORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $90,000 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -5.93% | -7.95%+2.0pp | -5.85%-0.1pp | 23.41%-29.3pp |
| Employer contribution / active EE | $13,059 | $13,972-6.5% | $31,839-59.0% | $12,650+3.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |