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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 36-7045783 | Investment Management | $230,287 |
Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $130,214 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $126,923 |
THE SEGAL COMPANY2 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $126,777 |
ALLOTTA FARLEY CO LPA2 years Filed as: ALLOTTA, FARLEY CO. LPA Service code 29 · EIN 34-1316963 | Legal | $71,241 |
WILLIAM BLAIR6+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $62,785 |
BENESYS, INC.2 years Service code 13 · EIN 38-2383171 | Contract Administrator | $59,001 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: STONE HARBOR INVESTMENT PARTNERS Service code 28 · EIN 20-3888589 | Investment Management | $57,198 |
KEYBANK NATIONAL ASSOCIATION6+ years Filed as: KEYBANK TRUST Service code 19 · EIN 34-1784820 | Securities Custodian | $52,809 |
AMALGAMATED BANK6+ years Service code 28 · EIN 13-4920330 | Investment Management | $42,172 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 29.70% | 24.46%+5.2pp | 11.08%+18.6pp | 13.24%+16.5pp |
| Employer contribution / active EE | $13,828 | $11,981+15.4% | $28,418-51.3% | $14,616-5.4% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |