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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 20-4056745 | Direct payment from the plan; Other s... | $2,151,059 |
Service code 28 · EIN 13-3855629 | Investment Management | $944,831 |
DCM PRIVATE EQUITY FUND6 years Service code 28 · EIN 46-4371817 | Investment Management | $847,091 |
TOCQUEVILLE ASSET MANAGEMENT7+ years Service code 28 · EIN 13-3547557 | Investment Management | $792,263 |
ALGER1 year Filed as: FRED ALGER MANAGEMENT INC Service code 28 · EIN 13-2510833 | Investment Management | $776,657 |
Service code 28 · EIN 13-3257590 | Investment Management | $713,266 |
BOSTON PARTNERS6 years Service code 28 · EIN 98-0202744 | Investment Management | $672,557 |
RBC WEALTH MANAGEMENT7+ years Service code 17 · EIN 41-1416330 | Pension Consulting | $405,591 |
GAMCO ASSET MANAGEMENT7+ years Filed as: GAMCO INVESTORS INC Service code 28 · EIN 13-4044521 | Investment Management | $387,721 |
GOODWIN CAPITAL ADVISORS1 year Filed as: GOODWIN CAPITAL ADVISERS INC Service code 28 · EIN 13-5155720 | Investment Management | $289,254 |
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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 | $490,804-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 15.34% | 13.51%+1.8pp | 14.84%+0.5pp | 13.51%+1.8pp |
| Employer contribution / active EE | $15,801 | $8,170+93.4% | $37,950-58.4% | $8,170+93.4% |
| Participant deferral / active EE | $67 | $488-86.4% | $127-47.7% | $488-86.4% |
| Admin fee / account holder | $0 | $0 | $1-100.0% | - |