| Provider | Service type | Compensation |
|---|---|---|
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT GROUP Service code 28 · EIN 76-6192146 | Investment Management | $741,749 |
FIERA CAPITAL1+ years Filed as: FIERA CAPITAL CORPORATION Service code 28 | Investment Management | $687,206 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 52 · EIN 22-2540245 | Indirect Investment Fees | $636,949 |
GOLDMAN SACHS1+ years Filed as: WICK, STREIFF, MEYER, ET AL Service code 29 · EIN 25-1647131 | Legal | $394,849 |
ALBANESE SINCHAR SMITH & CO.1+ years Service code 10 · EIN 46-1686881 | Accounting | $298,048 |
WINDWARD ASSET MANAGEMENT, LLC1+ years Service code 28 · EIN 04-3247857 | Investment Management | $288,043 |
THE BANK OF NEW YORK MELLON1+ years Filed as: ALCENTRA Service code 28 · EIN 46-2961489 | Investment Management | $268,711 |
BEYER-BARBER COMPANY1+ years Service code 11 · EIN 23-2503024 | Actuarial | $213,036 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $193,103 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 94-6799945 | Investment Management | $135,952 |
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 | $0 | $846,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -1.12% | 3.11%-4.2pp | -0.81%-0.3pp | 3.11%-4.2pp |
| Employer contribution / active EE | $10,496 | $9,361+12.1% | $38,425-72.7% | $9,361+12.1% |
| Participant deferral / active EE | $0 | $375-100.0% | $315-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $15,697-100.0% | - |