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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE7+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MGMT Service code 28 · EIN 13-3702086 | Investment Management | $134,483 |
BOSTON TRUST WALDEN COMPANY7+ years Filed as: BOSTON TRUST & INVESTMENT MGT CO Service code 28 · EIN 04-2273811 | Investment Management | $109,406 |
NEWTOWER TRUST COMPANY7+ years Service code 21 · EIN 30-0872552 | Bank Trustee | $103,767 |
GREAT LAKES ADVISORS, LLC5 years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $84,781 |
AMERICAN REALTY ADVISORS7+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $73,060 |
Filed as: GRAYSTONE/MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $37,500 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 19 · EIN 41-0449260 | Securities Custodian | $35,125 |
THE MCKEOGH COMPANY7+ years Service code 11 · EIN 23-3003375 | Actuarial | $28,000 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $23,624 |
FRANK M. VACCARO & ASSOCIATES7+ years Filed as: FRANK M. VACCARO & ASSOCIATES INC Service code 13 · EIN 23-3013555 | Contract Administrator | $23,616 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 14.68% | 24.46%-9.8pp | 11.08%+3.6pp | 13.24%+1.4pp |
| Employer contribution / active EE | $17,634 | $11,981+47.2% | $28,418-37.9% | $14,616+20.6% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |