| Provider | Service type | Compensation |
|---|---|---|
WINSLOW CAPITAL MANAGEMENT1+ years Filed as: WINSLOW CAPITAL MANAGEMENT INC Service code 28 · EIN 90-0860898 | Investment Management | $963,748 |
AMALGAMATED BANK1+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-6228122 | Securities Custodian | $887,873 |
THOMSON HORSTMANN & BRYANT1+ years Filed as: THOMSON, SEIGEL, WALMSLEY Service code 28 · EIN 54-0854396 | Investment Management | $813,174 |
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $765,487 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $761,530 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON LONDON Service code 28 · EIN 22-3321401 | Investment Management | $761,430 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $668,750 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $652,784 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $607,612 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $595,630 |
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 | $43,771-100.0% | $55,343-100.0% | $43,771-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 100.0%-100.0pp | 88.5%-88.5pp |
| Annual return | 0.32% | 4.28%-4.0pp | 4.25%-3.9pp | 4.28%-4.0pp |
| Employer contribution / active EE | $20,232 | $11,098+82.3% | $8,602+135.2% | $11,098+82.3% |
| Participant deferral / active EE | $0 | $1,660-100.0% | $0 | $1,660-100.0% |
| Admin fee / account holder | $0 | $1-100.0% | $2,465-100.0% | $1-100.0% |