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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES4+ years Service code 28 · EIN 80-0169636 | Investment Management | $259,423 |
BOSTON PARTNERS4+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 ONE BEACON STREET 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $166,572 |
Filed as: ROTHSCHILD CO. Service code 28 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $150,435 |
W. COLI4+ years Service code 14 · EIN 36-6102397 | Plan Administrator | $149,419 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $134,154 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $132,391 |
WILLIG, WILLIAMS & DAVIDSON4+ years Service code 29 · EIN 23-2416488 | Legal | $131,186 |
BANSLEY AND KIENER, LLP4+ years Filed as: BANSLEY AND KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $116,735 |
LANER MUCHIN1 year Service code 29 · EIN 36-3088463 | Legal | $100,106 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $161,646-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 0.0%0pp |
| Annual return | 2.81% | 21.83%-19.0pp | 12.93%-10.1pp | 21.83%-19.0pp |
| Employer contribution / active EE | $5,881 | $12,237-51.9% | $35,210-83.3% | $12,237-51.9% |
| Participant deferral / active EE | $0 | $987-100.0% | $458-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $4,659-100.0% | $1,551,325-100.0% |