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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.4+ years Service code 13 · EIN 13-3879959 | Contract Administrator | $770,582 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $110,872 |
Filed as: INVESTMENT CONSULTING SERVICES,LLC Service code 27 · EIN 32-0016703 | Advisory (Plan) | $108,500 |
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 | Legal | $100,598 |
C.S. MCKEE, L.P.4+ years Filed as: C.S. MCKEE, LP Service code 28 · EIN 25-1900687 | Investment Management | $92,602 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & CO., LLP Service code 10 · EIN 13-1578842 | Accounting | $59,964 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Service code 11 · EIN 26-1370698 | Actuarial | $54,255 |
NUMERIC INVESTORS LLC4+ years Service code 28 · EIN 04-3068821 | Investment Management | $42,790 |
BOSTON TRUST WALDEN COMPANY4+ years Filed as: BOSTON TRUST & INVESTMENT MANAGEMEN Service code 28 · EIN 04-2273811 | Investment Management | $41,735 |
BMO HARRIS BANK NA4+ 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 | $955,976-100.0% | $280,855-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | -3.73% | -1.31%-2.4pp | -0.70%-3.0pp | 33.37%-37.1pp |
| Employer contribution / active EE | $10,588 | $12,967-18.4% | $28,903-63.4% | $11,253-5.9% |
| Participant deferral / active EE | $0 | $1-100.0% | $148-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $0 | $1,852-100.0% | $99,113-100.0% |