Filed December 7, 2021 (most recent of 2 filings on file)
Total covered: 317 employees
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $787,251 |
INCOME RESEARCH & MANAGEMENT2 years Service code 28 · EIN 04-2955404 | Investment Management | $567,383 |
THE BANK OF NEW YORK MELLON2 years Service code 19 · EIN 13-5160382 | Securities Custodian | $160,500 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $132,823 |
MERGANSER CAPITAL MANAGEMENT2 years Filed as: MERGANSER CAPITAL MANAGEMENT, LLC Service code 28 · EIN 46-3651540 | Investment Management | $100,866 |
HARDING LOEVNER LP2 years Service code 28 · EIN 27-0684167 | Investment Management | $86,742 |
FISHER INVESTMENTS2 years Service code 28 · EIN 20-2480800 | Investment Management | $81,120 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS GLBL INVESTORS, INC Service code 28 · EIN 98-0202744 | Investment Management | $70,639 |
Service code 28 · EIN 98-0457328 | Investment Management | $44,558 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $23,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 3.18% | 45.95%-42.8pp | 10.75%-7.6pp | 19.39%-16.2pp |
| Employer contribution / active EE | $0 | $4,551-100.0% | $35,170-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $82-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |