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| Provider | Service type | Compensation |
|---|---|---|
NEWTOWER TRUST COMPANY8+ years Service code 21 · EIN 30-0872552 | Bank Trustee | $123,736 |
BOSTON TRUST WALDEN COMPANY8+ years Filed as: BOSTON TRUST & INVESTMENT MGT CO Service code 28 · EIN 04-2273811 | Investment Management | $92,662 |
WEDGE CAPITAL MANAGEMENT2 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $71,137 |
HAMILTON LANE ADVISORS, LLC8+ years Filed as: HAMILTON LANE ADVISOR, LLC Service code 28 · EIN 23-2962336 | Investment Management | $66,177 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY SERVICES, LTD. CO. Service code 28 · EIN 74-2798841 | Investment Management | $59,809 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE/MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $50,000 |
BLACKSTONE8+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MGMT Service code 28 · EIN 13-3702086 | Investment Management | $34,220 |
THE MCKEOGH COMPANY8+ years Service code 11 · EIN 23-3003375 | Actuarial | $30,000 |
Filed as: PRINCIPAL FINANCIAL GROUP, INC. Service code 19 · EIN 42-1520346 | Securities Custodian | $29,024 |
FRANK M. VACCARO & ASSOCIATES8+ years Filed as: FRANK M. VACCARO & ASSOCIATES INC Service code 13 · EIN 23-3013555 | Contract Administrator | $24,585 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -5.52% | -8.26%+2.7pp | -5.85%+0.3pp | 2.78%-8.3pp |
| Employer contribution / active EE | $17,899 | $12,543+42.7% | $31,839-43.8% | $15,276+17.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |