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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.5+ years Service code 13 · EIN 13-3879959 | Contract Administrator | $808,567 |
PROSKAUER ROSE LLP5+ years Service code 29 · EIN 13-1840454 | Legal | $161,346 |
Filed as: INVESTMENT CONSULTING SERVICES,LLC Service code 27 · EIN 32-0016703 | Advisory (Plan) | $111,200 |
C.S. MCKEE, L.P.5+ years Filed as: C.S. MCKEE, LP Service code 28 · EIN 25-1900687 | Investment Management | $101,907 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & CO., LLP Service code 10 · EIN 13-1578842 | Accounting | $72,648 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Service code 11 · EIN 26-1370698 | Actuarial | $61,193 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $58,585 |
NUMERIC INVESTORS LLC5+ years Service code 28 · EIN 04-3068821 | Investment Management | $48,932 |
BMO HARRIS BANK NA5+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $40,000 |
BOSTON TRUST WALDEN COMPANY5+ years Filed as: BOSTON TRUST & INVESTMENT MANAGEMEN Service code 28 · EIN 04-2273811 | Investment Management | $39,759 |
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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 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 15.77% | 20.24%-4.5pp | 16.32%-0.5pp | 53.27%-37.5pp |
| Employer contribution / active EE | $7,526 | $14,384-47.7% | $31,806-76.3% | $14,774-49.1% |
| Participant deferral / active EE | $0 | $1,713-100.0% | $211-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |