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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.3+ years Service code 13 · EIN 13-3879959 | Contract Administrator | $769,376 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $180,684 |
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 | Legal | $156,537 |
Filed as: INVESTMENT CONSULTING SERVICES,LLC Service code 27 · EIN 32-0016703 | Advisory (Plan) | $108,500 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & CO., LLP Service code 10 · EIN 13-1578842 | Accounting | $98,205 |
C.S. MCKEE, L.P.3+ years Filed as: C.S. MCKEE, LP Service code 28 · EIN 25-1900687 | Investment Management | $85,582 |
BOSTON TRUST WALDEN COMPANY3+ years Filed as: BOSTON TRUST & INVESTMENT MANAGEMEN Service code 28 · EIN 04-2273811 | Investment Management | $71,956 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Service code 11 · EIN 26-1370698 | Actuarial | $55,538 |
NUMERIC INVESTORS LLC3+ years Service code 28 · EIN 04-3068821 | Investment Management | $46,986 |
BMO HARRIS BANK NA3+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $40,000 |
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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 | $0 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 13.75% | 16.52%-2.8pp | 14.20%-0.4pp | 17.84%-4.1pp |
| Employer contribution / active EE | $8,216 | $13,798-40.5% | $27,968-70.6% | $14,688-44.1% |
| Participant deferral / active EE | $0 | $43-100.0% | $576-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |