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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 20-4056745 | Other services; Claims processing; Re... | $2,522,825 |
SIGULER GUFF ADVISERS, LLC3 years Service code 28 · EIN 13-3855629 | Investment Management | $1,039,963 |
TOCQUEVILLE ASSET MANAGEMENT9+ years Service code 28 · EIN 13-3547557 | Investment Management | $812,522 |
DUPONT CAPITAL MANAGEMENT6 years Filed as: DUPONT CAPITAL MANAGEMENT CORP Service code 28 · EIN 51-0350197 | Investment Management | $712,071 |
BOSTON PARTNERS8 years Service code 28 · EIN 98-0202744 | Investment Management | $698,901 |
ALGER3 years Filed as: FRED ALGER MANAGEMENT INC Service code 28 · EIN 13-2510833 | Investment Management | $653,743 |
GOODWIN CAPITAL ADVISORS3 years Filed as: GOODWIN CAPITAL ADVISERS INC Service code 28 · EIN 13-5155720 | Investment Management | $406,699 |
RBC WEALTH MANAGEMENT9+ years Service code 17 · EIN 41-1416330 | Pension Consulting | $400,320 |
AB FUNDS3 years Filed as: ALLIANCE BERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $269,482 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $223,253 |
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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 | $7,193,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 12.16% | 33.11%-21.0pp | 78.62%-66.5pp | 33.11%-21.0pp |
| Employer contribution / active EE | $19,458 | $9,000+116.2% | $31,646-38.5% | $9,000+116.2% |
| Participant deferral / active EE | $96 | $680-85.9% | $101-5.1% | $680-85.9% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | - |