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| Provider | Service type | Compensation |
|---|---|---|
ULLICO4 years Service code 28 · EIN 52-6435649 | Investment Management | $499,034 |
NEUBERGER BERMAN9+ years Service code 28 · EIN 13-5521910 | Investment Management | $286,823 |
Filed as: CHAMPLAIN INVESTMENT PARTNERS, LLC Service code 28 180 BATTERY ST, SUITE 400 · BURLINGTON, VT 05401 | Investment Management | $240,913 |
IFM INVESTORS PTY LTD1 year Filed as: IFM INVESTORS Service code 28 114 WEST 47TH STREET · NEW YORK, NY 10036 | Investment Management | $232,575 |
FOUNDRY PARTNERS7 years Service code 28 · EIN 46-1184506 | Investment Management | $204,862 |
POLEN CAPITAL4 years Filed as: POLEN Service code 28 1825 CORPORATE BLVD NW #300 · BOCA RATON, FL 33431 | Investment Management | $191,965 |
GLOBAL TRUST COMPANY4 years Service code 28 · EIN 26-3761443 | Investment Management | $173,761 |
JOHNSTON ASSET MANAGEMENT9+ years Service code 28 · EIN 13-3257590 | Investment Management | $170,411 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES & CO LLP Service code 28 PO BOX 7247-6804 · PHILADELPHIA, PA 191706804 | Investment Management | $163,073 |
ANDCO CONSULTING7 years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $130,000 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 10.35% | 7.95%+2.4pp | 20.18%-9.8pp | 9.11%+1.2pp |
| Employer contribution / active EE | $11,472 | $14,684-21.9% | $29,108-60.6% | $12,231-6.2% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |