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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 18 · EIN 13-5674085 | Sub-transfer agency fees; Investment ... | $52,493 |
O'SULLIVAN ASSOCIATES5+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 20-8199369 | Actuarial | $17,840 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET MULTI CORE PLUS Service code 28 · EIN 13-3985152 | Investment Management | $15,931 |
Service code 10 · EIN 14-1624930 | Accounting | $12,765 |
BOSTON PARTNERS5+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 · EIN 13-5521910 | Investment Management | $8,219 |
AB FUNDS5+ years Filed as: WINSLOW LARGE CAP GROWTH Service code 28 · EIN 47-0875103 | Investment Management | $7,880 |
Filed as: BARNES, IACCARINO, & SHEPHERD Service code 29 · EIN 26-3858697 | Legal | $7,500 |
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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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 4.15% | 10.61%-6.5pp | 9.52%-5.4pp | 627.08%-622.9pp |
| Employer contribution / active EE | $13,490 | $21,392-36.9% | $41,951-67.8% | $18,824-28.3% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |