| Provider | Service type | Compensation |
|---|---|---|
WALTER SCOTT & PARTNERS LIMITED4+ years Filed as: WALTER SCOTT GROUP Service code 28 · EIN 76-6192146 | Investment Management | $557,040 |
BEYER-BARBER COMPANY4+ years Service code 11 · EIN 23-2503024 | Actuarial | $447,126 |
GOLDMAN SACHS4+ years Filed as: WICK, STREIFF, MEYER, ET AL Service code 29 · EIN 25-1647131 | Legal | $439,061 |
THE BANK OF NEW YORK MELLON4+ years Filed as: ALCENTRA Service code 28 · EIN 46-2961489 | Investment Management | $395,631 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 52 · EIN 22-2540245 | Indirect Investment Fees | $376,207 |
Filed as: ALBANESE SINCHAR SMITH & CO Service code 10 · EIN 46-1686881 | Accounting | $327,226 |
Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 28 300 FRANK WEST BURR BLVD. 7TH FL. · TEANECK, NJ 07666 | Investment Management | $216,342 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR FUNDS Service code 28 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $203,570 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 94-6799945 | Investment Management | $151,338 |
TWIN CAPITAL MANAGEMENT2 years Service code 28 3244 WASHINGTON ROAD, SUITE 202 · MCMURRAY, PA 15317 | Investment Management | $144,047 |
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -2.99% | -0.94%-2.1pp | -2.18%-0.8pp | 33.37%-36.4pp |
| Employer contribution / active EE | $19,999 | $12,464+60.5% | $38,751-48.4% | $11,253+77.7% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |