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| Provider | Service type | Compensation |
|---|---|---|
JESSICA SCHNEIDER4+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $129,418 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2683227 | Investment Management | $109,996 |
MEKETA INVESTMENT GROUP4+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $107,250 |
ANDREA KRUSZEWSKI4+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $98,076 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $93,000 |
ABERDEEN ASSET MANAGEMENT, INC.4+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $84,254 |
MARILEE HUFNAGEL4+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $69,838 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & CO, LP Service code 28 · EIN 04-3520219 | Investment Management | $68,399 |
TONI DICLEMENTE4+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $67,341 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS REALTY INVESTORS Service code 28 · EIN 06-1452020 | Investment Management | $56,144 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -2.16% | 2.02%-4.2pp | -752.26%+750.1pp | 33.37%-35.5pp |
| Employer contribution / active EE | $20,640 | $12,422+66.2% | $31,802-35.1% | $11,253+83.4% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |