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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 20-4056745 | Claims processing; Other services; Re... | $1,496,000 |
ALGER6+ years Filed as: FRED ALGER MANAGEMENT, INC Service code 28 · EIN 13-2510833 | Investment Management | $631,883 |
TOCQUEVILLE ASSET MANAGEMENT6+ years Service code 28 · EIN 13-3547557 | Investment Management | $589,603 |
Service code 28 · EIN 13-3257590 | Investment Management | $558,780 |
BOSTON PARTNERS5 years Service code 28 · EIN 98-0202744 | Investment Management | $550,664 |
GAMCO ASSET MANAGEMENT6+ years Filed as: GAMCO INVESTORS INC Service code 28 · EIN 13-4044521 | Investment Management | $445,491 |
STEVENS & LEE6+ years Service code 29 · EIN 23-1886296 | Legal | $335,415 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $325,497 |
RBC WEALTH MANAGEMENT6+ years Service code 17 · EIN 41-1416330 | Pension Consulting | $294,109 |
GOODWIN CAPITAL ADVISORS6+ years Service code 28 · EIN 04-2453743 | Investment Management | $282,077 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 20.68% | 13.80%+6.9pp | 10.57%+10.1pp | 13.80%+6.9pp |
| Employer contribution / active EE | $13,026 | $10,386+25.4% | $29,483-55.8% | $10,386+25.4% |
| Participant deferral / active EE | $62 | $448-86.3% | $150-58.9% | $448-86.3% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |