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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP1+ years Service code 11 · EIN 13-4008324 | Actuarial | $172,639 |
Filed as: GMO Service code 28 · EIN 04-2691242 | Investment Management | $158,549 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 28 · EIN 04-2927339 | Investment Management | $121,260 |
Service code 28 · EIN 34-2057991 | Investment Management | $85,810 |
JOHNSTON ASSET MANAGEMENT1+ years Filed as: JOHNSTON INTERNATIONAL EQUITY Service code 28 · EIN 26-6493485 | Investment Management | $66,209 |
QUANTITATIVE PROCESS, LLC1+ years Filed as: QUANTITATIVE MANAGEMENT Service code 28 · EIN 22-1211670 | Investment Management | $48,041 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $36,072 |
FIRST MANHATTAN CO.1+ years Filed as: FIRST MANHATTAN Service code 28 · EIN 13-1957713 | Investment Management | $30,622 |
EISNERAMPER LLP1+ years Service code 10 · EIN 13-1639826 | Accounting | $30,300 |
MCCARTER & ENGLISH1+ years Service code 29 · EIN 22-1534652 | Legal | $14,876 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $252,559-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.8%-0.8pp |
| Annual return | -3.87% | -2.09%-1.8pp | -1.68%-2.2pp | -0.60%-3.3pp |
| Employer contribution / active EE | $18,947 | $29,352-35.4% | $44,959-57.9% | $12,272+54.4% |
| Participant deferral / active EE | $0 | $2,027-100.0% | $330-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,994-100.0% | $717-100.0% |