| Provider | Service type | Compensation |
|---|---|---|
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $1,394,288 |
T ROWE PRICE RPS INC8 years Filed as: T ROWE PRICE ASSOCIATES INC. Service code 28 · EIN 52-0556948 | Investment Management | $817,544 |
WELLINGTON TRUST COMPANY10+ years Service code 28 · EIN 04-2755549 | Investment Management | $814,003 |
MARATHON ASSET MANAGEMENT10+ years Filed as: MARATHON LONDON Service code 21 · EIN 61-6506892 | Bank Trustee | $790,633 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $779,241 |
AB FUNDS10+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $765,355 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $745,290 |
THOMPSON, SIEGEL & WALMSLEY4 years Filed as: THOMPSON, SIEGEL, WALMSLEY Service code 28 · EIN 54-0854396 | Investment Management | $741,739 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $600,875 |
MCGANN KETTERMAN & RIOUX9 years Filed as: MCGANN KETTERMAN & RIOUX, LTD. Service code 29 · EIN 36-3968279 | Legal | $578,664 |
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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 23.20% | 9.65%+13.6pp | 8.99%+14.2pp | 9.65%+13.6pp |
| Employer contribution / active EE | $23,551 | $11,651+102.1% | $25,171-6.4% | $11,651+102.1% |
| Participant deferral / active EE | $0 | $1,161-100.0% | $1-100.0% | $1,161-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |