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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE4+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MGMT Service code 28 · EIN 13-3702086 | Investment Management | $114,469 |
NEWTOWER TRUST COMPANY4+ years Service code 21 · EIN 20-1641876 | Bank Trustee | $88,363 |
BOSTON TRUST WALDEN COMPANY4+ years Filed as: BOSTON TRUST & INVESTMENT MGT CO Service code 28 · EIN 04-2273811 | Investment Management | $73,295 |
MARCO CONSULTING GROUP4+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $50,000 |
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES ADVISORS Service code 28 231 S. LASALLE STREET - 4TH FLOOR · CHICAGO, IL 60604 | Investment Management | $49,792 |
AMERICAN REALTY ADVISORS4+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-2631681 | Investment Management | $46,201 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 19 · EIN 41-0449260 | Securities Custodian | $38,878 |
SPEAR WILDERMAN4+ years Filed as: SPEAR WILDERMAN P.C. Service code 29 · EIN 23-2331913 | Legal | $34,828 |
FRANK M. VACCARO & ASSOCIATES4+ years Filed as: FRANK M. VACCARO & ASSOCIATES INC Service code 13 · EIN 23-3013555 | Contract Administrator | $32,115 |
THE MCKEOGH COMPANY4+ years Service code 11 · EIN 23-3003375 | Actuarial | $30,911 |
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Annual investment return 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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -4.23% | 4.25%-8.5pp | -752.26%+748.0pp | 0.19%-4.4pp |
| Employer contribution / active EE | $15,823 | $11,906+32.9% | $31,802-50.2% | $13,763+15.0% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |