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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.1+ years Service code 11 · EIN 13-3879959 | Actuarial | $742,124 |
NUMERIC INVESTORS LLC1+ years Service code 51 · EIN 04-3068821 | Investment Mgmt Fees | $171,625 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $165,695 |
BOSTON TRUST WALDEN COMPANY1+ years Filed as: BOSTON TRUST & INVESTMENT MANAGEMEN Service code 28 · EIN 04-2273811 | Investment Management | $113,214 |
Filed as: INVESTMENT CONSULTING SERVICES,LLC Service code 27 · EIN 32-0016703 | Advisory (Plan) | $108,500 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 26-1370698 | Actuarial | $85,891 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT INC. Service code 51 · EIN 51-0368279 | Investment Mgmt Fees | $85,412 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & CO., LLP Service code 10 · EIN 13-1578842 | Accounting | $81,225 |
SCOUT INVESTMENTS, INC.1+ years Filed as: SCOUT INVESTMENTS Service code 51 · EIN 43-1925734 | Investment Mgmt Fees | $61,641 |
C.S. MCKEE, L.P.1+ years Filed as: C.S. MCKEE, LP Service code 51 · EIN 25-1900687 | Investment Mgmt Fees | $46,048 |
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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 | $14,096,330-100.0% | $253,870-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | 0.77% | -0.13%+0.9pp | -1.10%+1.9pp | 1.67%-0.9pp |
| Employer contribution / active EE | $2,302 | $11,793-80.5% | $27,248-91.6% | $10,506-78.1% |
| Participant deferral / active EE | $0 | $75-100.0% | $105-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $702,575-100.0% | $66,276-100.0% |