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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 20-4056745 | Other services; Claims processing; Di... | $2,387,788 |
SIGULER GUFF ADVISERS, LLC2 years Service code 28 · EIN 13-3855629 | Investment Management | $1,077,644 |
TOCQUEVILLE ASSET MANAGEMENT8+ years Service code 28 · EIN 13-3547557 | Investment Management | $911,735 |
BOSTON PARTNERS7 years Service code 28 · EIN 98-0202744 | Investment Management | $868,168 |
ALGER2 years Filed as: FRED ALGER MANAGEMENT INC Service code 28 · EIN 13-2510833 | Investment Management | $806,355 |
Service code 28 · EIN 13-3257590 | Investment Management | $613,835 |
DUPONT CAPITAL MANAGEMENT5 years Filed as: DUPONT CAPITAL MANAGEMENT CORP Service code 28 · EIN 51-0350197 | Investment Management | $530,066 |
RBC WEALTH MANAGEMENT8+ years Service code 17 · EIN 41-1416330 | Pension Consulting | $433,014 |
GOODWIN CAPITAL ADVISORS2 years Filed as: GOODWIN CAPITAL ADVISERS INC Service code 28 · EIN 13-5155720 | Investment Management | $352,950 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $250,867 |
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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 | $1,469,698-100.0% | - | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -11.40% | 7.68%-19.1pp | 22.50%-33.9pp | 7.68%-19.1pp |
| Employer contribution / active EE | $16,876 | $9,142+84.6% | $33,849-50.1% | $9,142+84.6% |
| Participant deferral / active EE | $70 | $462-84.8% | $101-30.3% | $462-84.8% |
| Admin fee / account holder | $0 | $19,323-100.0% | - | $19,323-100.0% |