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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES9+ years Service code 28 · EIN 84-3937993 | Investment Management | $417,124 |
BOSTON PARTNERS9+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 ONE BEACON STREET 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $207,561 |
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $139,520 |
R. LAINO8 years Service code 14 · EIN 36-6102397 | Plan Administrator | $121,236 |
Z. FRANKENBACH2 years Service code 30 · EIN 36-6102397 | Employee (plan) | $118,358 |
MOORE COLSON2 years Filed as: M. MOORE Service code 30 · EIN 36-6102397 | Employee (plan) | $113,467 |
FOSTER & FOSTER9+ years Filed as: FOSTER AND FOSTER Service code 11 · EIN 59-1921114 | Actuarial | $106,480 |
LOOMIS SAYLES6 years Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $103,113 |
C. DYMON1 year Service code 30 · EIN 36-6102397 | Employee (plan) | $98,281 |
LEGACY PROFESSIONALS LLP2 years Filed as: LEGACY PROFESSIONALS Service code 10 · EIN 32-0043599 | Accounting | $93,610 |
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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 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 9.19% | 9.30%-0.1pp | 8.34%+0.9pp | 9.30%-0.1pp |
| Employer contribution / active EE | $13,161 | $12,551+4.9% | $30,790-57.3% | $12,551+4.9% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $252-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |