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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Actuarial | $196,015 |
EDGEWOOD MANAGEMENT LLC5 years Service code 28 · EIN 20-4044179 535 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $174,124 |
JOHNSTON ASSET MANAGEMENT6+ years Filed as: JOHNSTON ASSET MANAGEMENT CORP Service code 28 · EIN 13-3257590 300 ATLANTIC STREET · STAMFORD, CT 069013527 | Investment Management | $169,709 |
INCOME RESEARCH & MANAGEMENT5 years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $107,226 |
SEI INVESTMENTS6+ years Filed as: COOKE & BIELER, LP INVESTMENT Service code 28 · EIN 22-1393932 1700 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $102,132 |
HAMILTON & COMPANY6+ years Service code 27 · EIN 22-2142255 600 COLLEGE ROAD EAST · PRINCETON, NJ 19103 | Advisory (Plan) | $98,317 |
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $70,686 |
IRIDIAN ASSET MANAGEMENT, LLC6+ years Filed as: IRIDIAN ASSET MANAGEMENT LLC Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, DC 068804707 | Investment Management | $52,077 |
BMO HARRIS BANK NA4 years Service code 21 · EIN 36-2085229 111 WEST MONROE STREET · CHICAGO, IL 60603 | Bank Trustee | $13,002 |
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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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 16.25% | 8.91%+7.3pp | 7.32%+8.9pp | 13.24%+3.0pp |
| Employer contribution / active EE | $15,819 | $13,306+18.9% | $23,426-32.5% | $14,616+8.2% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |