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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS5+ years Filed as: BOSTON TRUST COMPANY Service code 28 · EIN 04-2273811 | Investment Management | $68,915 |
EDGEWOOD MANAGEMENT LLC5+ years Filed as: EDGEWOOD CAPITAL MANAGEMENT Service code 28 · EIN 20-4044179 | Investment Management | $61,835 |
LOCAL 44 WELFARE FUND5+ years Service code 13 · EIN 34-6621298 | Contract Administrator | $60,148 |
THE SEGAL COMPANY2 years Filed as: SEGAL ADVISORS INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $58,333 |
LOOMIS SAYLES5+ years Service code 28 · EIN 04-3200030 | Investment Management | $50,855 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $47,267 |
FOUNDRY PARTNERS5+ years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $41,477 |
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $40,767 |
GOLDSTEIN GRAGEL LLC5+ years Service code 29 · EIN 26-3575398 | Legal | $32,659 |
DELAWARE INVESTMENTS5+ years Service code 28 · EIN 23-3061021 | Investment Management | $23,489 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | -0.21% | 6.41%-6.6pp | 8.01%-8.2pp | 11.45%-11.7pp |
| Employer contribution / active EE | $10,359 | $11,592-10.6% | $29,475-64.9% | $17,219-39.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |