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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE1+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MGMT Service code 28 · EIN 13-3702086 | Investment Management | $101,274 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 28 · EIN 23-3367558 | Investment Management | $83,816 |
NEWTOWER TRUST COMPANY1+ years Service code 21 · EIN 20-1641876 | Bank Trustee | $82,271 |
SEI INVESTMENTS1+ years Filed as: SEI TRUST COMPANY Service code 28 · EIN 06-1271230 | Investment Management | $78,258 |
BOSTON TRUST WALDEN COMPANY1+ years Filed as: BOSTON TRUST & INVESTMENT MGT CO Service code 28 · EIN 04-2273811 | Investment Management | $59,777 |
AMERICAN REALTY ADVISORS1+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-2631681 | Investment Management | $45,579 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 19 · EIN 41-0449260 | Securities Custodian | $45,472 |
MARCO CONSULTING GROUP1+ years Service code 51 · EIN 36-3555078 | Investment Mgmt Fees | $44,000 |
SPEAR WILDERMAN1+ years Filed as: SPEAR WILDERMAN P.C. Service code 29 · EIN 23-2331913 | Legal | $40,290 |
THE MCKEOGH COMPANY1+ years Service code 11 · EIN 23-3003375 | Actuarial | $26,160 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 0.49% | 0.68%-0.2pp | -1.61%+2.1pp | -0.60%+1.1pp |
| Employer contribution / active EE | $13,469 | $10,568+27.5% | $30,840-56.3% | $12,272+9.8% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |