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| Provider | Service type | Compensation |
|---|---|---|
JOHNSTON ASSET MANAGEMENT7+ years Filed as: JOHNSTON ASSET MANAGEMENT CORP Service code 28 · EIN 13-3257590 300 ATLANTIC STREET · STAMFORD, CT 069013527 | Investment Management | $162,348 |
EDGEWOOD MANAGEMENT LLC6 years Service code 28 · EIN 20-4044179 535 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $160,524 |
MERCER7+ years Service code 11 · EIN 13-2834414 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Actuarial | $139,105 |
SEI INVESTMENTS1 year Filed as: COOKE & BIELER LP Service code 28 · EIN 23-3082822 2001 MARKET ST · PHILADELPHIA, PA 19103 | Investment Management | $133,499 |
HAMILTON & COMPANY7+ years Service code 27 · EIN 22-2142255 600 COLLEGE ROAD EAST · PRINCETON, NJ 19103 | Advisory (Plan) | $85,724 |
BMO HARRIS BANK NA5 years Service code 21 · EIN 36-2085229 111 WEST MONROE STREET · CHICAGO, IL 60603 | Bank Trustee | $72,739 |
INCOME RESEARCH & MANAGEMENT6 years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $71,591 |
LAZARD ASSET MANAGEMENT5 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $50,804 |
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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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 5.47% | 1.88%+3.6pp | -5.12%+10.6pp | 2.78%+2.7pp |
| Employer contribution / active EE | $26,606 | $8,732+204.7% | $31,020-14.2% | $15,276+74.2% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |