Filed March 17, 2016 (most recent of 5 filings on file)
Total covered: 122 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $438,967 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $112,981 |
ROBERTS & HOLLAND8+ years Service code 29 · EIN 13-1833405 | Legal | $106,054 |
EISNERAMPER LLP2 years Filed as: EISNERAMPER/EISNER ADVISORY GROUP Service code 10 733 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $66,185 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $40,578 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $39,049 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 · EIN 95-3692822 101 SEAPORT BOULEVARD · BOSTON, MA 02210 | Investment Management | $28,047 |
PROSKAUER ROSE LLP3 years Filed as: PROSKAUER Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $25,367 |
THE BANK OF NEW YORK MELLON8+ years Filed as: U.S BANK Service code 15 · EIN 41-2003732 | Recordkeeping | $13,713 |
RHUMBLINE ADVISORS1 year Filed as: RHUMBLINE ADVISERS Service code 28 265 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $8,767 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $49,218-100.0% | $339,002-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 39.1%-39.1pp | 12.4%-12.4pp |
| Annual return | 0.22% | 7.73%-7.5pp | 12.78%-12.6pp | 9.89%-9.7pp |
| Employer contribution / active EE | $165,579 | $15,115+995.4% | $44,816+269.5% | $14,313+1056.9% |
| Participant deferral / active EE | $0 | $300-100.0% | $33-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $3,821-100.0% | $2,002-100.0% | $9,084-100.0% |