| Provider | Service type | Compensation |
|---|---|---|
WALTER SCOTT & PARTNERS LIMITED3+ years Filed as: WALTER SCOTT GROUP Service code 28 · EIN 76-6192146 | Investment Management | $688,901 |
THE BANK OF NEW YORK MELLON3+ years Filed as: ALCENTRA Service code 28 · EIN 46-2961489 | Investment Management | $638,121 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $494,391 |
GOLDMAN SACHS3+ years Filed as: WICK, STREIFF, MEYER, ET AL Service code 29 · EIN 25-1647131 | Legal | $412,720 |
ALBANESE SINCHAR SMITH & CO.3+ years Service code 10 · EIN 46-1686881 | Accounting | $315,974 |
BEYER-BARBER COMPANY3+ years Service code 11 · EIN 23-2503024 | Actuarial | $311,979 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $219,911 |
WINDWARD ASSET MANAGEMENT, LLC3+ years Service code 28 · EIN 04-3247857 | Investment Management | $197,188 |
NEW ENGLAND PENSION CONSULTANTS3+ years Filed as: NEW ENGLAND PENSION CONSULTANTS INC Service code 27 · EIN 04-2927339 | Advisory (Plan) | $153,345 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 94-6799945 | Investment Management | $127,184 |
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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 13.32% | 12.92%+0.4pp | 10.36%+3.0pp | 17.84%-4.5pp |
| Employer contribution / active EE | $14,128 | $14,070+0.4% | $37,738-62.6% | $14,688-3.8% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |