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| Provider | Service type | Compensation |
|---|---|---|
EDGEWOOD MANAGEMENT LLC2+ years Filed as: EDGEWOOD CAPITAL MANAGEMENT Service code 28 · EIN 20-4044179 | Investment Management | $79,351 |
LOCAL 44 WELFARE FUND2+ years Service code 13 · EIN 34-6621298 | Contract Administrator | $63,159 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 13-2919773 | Advisory (Plan) | $60,000 |
FOUNDRY PARTNERS2+ years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $57,501 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-3200030 | Investment Management | $48,246 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $45,497 |
BOSTON PARTNERS2+ years Filed as: BOSTON TRUST COMPANY Service code 28 · EIN 04-2273811 | Investment Management | $42,571 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $38,877 |
DELAWARE INVESTMENTS2+ years Service code 28 · EIN 23-3061021 | Investment Management | $29,889 |
GOLDSTEIN GRAGEL LLC2+ years Service code 29 · EIN 26-3575398 | Legal | $26,652 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 10.37% | 11.78%-1.4pp | 8.32%+2.1pp | 23.90%-13.5pp |
| Employer contribution / active EE | $8,514 | $11,309-24.7% | $30,793-72.4% | $16,539-48.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |