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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.2+ years Service code 13 · EIN 13-3879959 | Contract Administrator | $733,727 |
NUMERIC INVESTORS LLC2+ years Service code 51 · EIN 04-3068821 | Investment Mgmt Fees | $162,831 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $140,176 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $118,616 |
Filed as: INVESTMENT CONSULTING SERVICES,LLC Service code 27 · EIN 32-0016703 | Advisory (Plan) | $108,500 |
BOSTON TRUST WALDEN COMPANY2+ years Filed as: BOSTON TRUST & INVESTMENT MANAGEMEN Service code 28 · EIN 04-2273811 | Investment Management | $90,750 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Service code 11 · EIN 26-1370698 | Actuarial | $68,894 |
C.S. MCKEE, L.P.2+ years Filed as: C.S. MCKEE, LP Service code 51 · EIN 25-1900687 | Investment Mgmt Fees | $66,617 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & CO., LLP Service code 10 · EIN 13-1578842 | Accounting | $65,373 |
BMO HARRIS BANK NA2+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $42,756 |
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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% | $442,730-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 7.39% | 6.68%+0.7pp | 4.72%+2.7pp | 9.19%-1.8pp |
| Employer contribution / active EE | $1,750 | $25,873-93.2% | $30,821-94.3% | $12,608-86.1% |
| Participant deferral / active EE | $0 | $50-100.0% | $113-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $2,146-100.0% | $2,655,710-100.0% |