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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 18 · EIN 13-5674085 | Investment management fees paid direc... | $40,005 |
O'SULLIVAN ASSOCIATES1+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 20-8199369 | Actuarial | $17,210 |
Service code 10 · EIN 14-1624930 | Accounting | $10,535 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MULTI CORE PLUS Service code 28 · EIN 13-3985152 | Investment Management | $8,676 |
AB FUNDS1+ years Filed as: WINSLOW LARGE CAP GROWTH Service code 28 · EIN 47-0875103 | Investment Management | $6,809 |
ROBERT S. CATAPANO-FRIEDMAN1+ years Service code 29 · EIN 14-1765503 | Legal | $6,000 |
BOSTON PARTNERS1+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 · EIN 13-5521910 | Investment Management | $5,936 |
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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 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 0.86% | 5.68%-4.8pp | 4.74%-3.9pp | 4.56%-3.7pp |
| Employer contribution / active EE | $15,790 | $16,243-2.8% | $36,089-56.2% | $15,526+1.7% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |