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| Provider | Service type | Compensation |
|---|---|---|
MTDC WELFARE FUND1 year Service code 49 · EIN 13-5537605 | Other Services | $2,761,391 |
EARNEST PARTNERS, LLC10+ years Service code 28 · EIN 58-2386669 | Investment Management | $1,216,763 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $1,035,087 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $706,174 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $642,501 |
BOSTON PARTNERS3 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS, I Service code 28 · EIN 98-0202744 | Investment Management | $563,755 |
JANUS HENDERSON1 year Filed as: JANUS HENDERSON INVESTORS US LLC Service code 28 · EIN 75-3019302 | Investment Management | $363,470 |
STATE STREET GLOBAL ADVISORS9 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $326,691 |
LAZARD ASSET MANAGEMENT10+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $267,038 |
THE SEGAL COMPANY9 years Filed as: THE SEGAL CO. (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $211,500 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 6.93% | 8.48%-1.6pp | 8.10%-1.2pp | 8.48%-1.6pp |
| Employer contribution / active EE | $9,620 | $9,949-3.3% | $28,649-66.4% | $9,949-3.3% |
| Participant deferral / active EE | $0 | $734-100.0% | $10-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |