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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-2895544 | Investment Management | $334,724 |
SCHULTE ROTH & ZABEL LLP2+ years Filed as: SCHULTE, ROTH & ZABEL LLP Service code 29 · EIN 13-2633996 | Legal | $253,826 |
SUSETTE STONE2+ years Service code 30 · EIN 13-5660090 | Employee (plan); Direct payment from ... | $210,726 |
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $190,673 |
Service code 28 · EIN 47-3075554 | Investment Management | $180,242 |
Filed as: STANDARD LIFE INVESTMENTS LTD. Service code 28 | Investment Management | $179,938 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $171,643 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR INVESTMENT MGMT LLC Service code 28 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $170,715 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $168,923 |
Service code 28 · EIN 90-0644478 | Investment Management | $166,872 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 10.96% | 13.43%-2.5pp | 337.46%-326.5pp | 17.84%-6.9pp |
| Employer contribution / active EE | $10,894 | $21,964-50.4% | $20,191-46.0% | $14,688-25.8% |
| Participant deferral / active EE | $0 | $2-100.0% | $30-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,663-100.0% | - |