Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 83 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INCOME RESEARCH & MANAGEMENT, INC. Service code 28 · EIN 04-2955404 | Investment Management | $171,156 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $146,164 |
CAMBIAR INVESTORS LLC2+ years Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $115,258 |
Filed as: BLUE CROSS AND BLUE SHIELD ASSOC Service code 14 · EIN 13-5656874 | Plan Administrator | $78,100 |
Filed as: ABERDEEN ASSET MANAGEMENT, INC Service code 28 · EIN 51-0368279 | Investment Management | $77,119 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $70,168 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $66,195 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $64,006 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $52,141 |
HYPERION BROOKFIELD1 year Filed as: HYPERION BROOKFIELD ASSET MGMT Service code 28 · EIN 13-3750132 | Investment Management | $38,987 |
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Employer contribution per participant 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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 9.17% | 6.13%+3.0pp | 4.74%+4.4pp | 9.19%0pp |
| Employer contribution / active EE | $922 | $10,206-91.0% | $36,089-97.4% | $12,608-92.7% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |