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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT7+ years Service code 28 · EIN 41-1460668 | Investment Management | $235,296 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 8403 COLESVILLE ROAD, 13TH FLR · SILVER SPRING, MD 20910 | Investment Management | $179,123 |
FENIMORE ASSET MANAGEMENT4 years Service code 28 384 N GRAND ST · COBLESKILL, NY 12043 | Investment Management | $152,311 |
AMERICAN FUNDS6 years Filed as: CRESCENT CAPITAL Service code 28 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $108,454 |
WILMINGTON TRUST6 years Filed as: WILMINGTON TRUST, NA Service code 27 · EIN 16-1486454 | Advisory (Plan) | $92,191 |
GCM GROSVENOR2 years Filed as: GROSVENOR CAPITAL MANAGEMENT, L.P Service code 28 · EIN 36-3795985 900 NORTH MICHIGAN AVENUE · CHICAGO, IL 11000 | Investment Management | $89,076 |
PROSKAUER ROSE LLP5 years Service code 50 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Direct Payment | $82,258 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $81,618 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $78,665 |
AMERICAN REALTY ADVISORS7+ years Filed as: MACKAY SHIELDS Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $63,316 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 17.38% | 24.46%-7.1pp | 11.08%+6.3pp | 13.24%+4.1pp |
| Employer contribution / active EE | $13,296 | $11,981+11.0% | $28,418-53.2% | $14,616-9.0% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |