| Provider | Service type | Compensation |
|---|---|---|
WINSLOW CAPITAL MANAGEMENT2+ years Filed as: WINSLOW CAPITAL MANAGEMENT INC Service code 28 · EIN 90-0860898 | Investment Management | $999,516 |
THOMSON HORSTMANN & BRYANT2+ years Filed as: THOMSON, SEIGEL, WALMSLEY Service code 28 · EIN 54-0854396 | Investment Management | $914,466 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $803,750 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $798,458 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $797,979 |
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON LONDON Service code 28 · EIN 22-3321401 | Investment Management | $788,925 |
AMALGAMATED BANK2+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-6228122 | Securities Custodian | $752,059 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $673,143 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $564,670 |
WELLINGTON TRUST COMPANY2+ years Service code 28 · EIN 04-2755549 | Investment Management | $539,322 |
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 | $299,603-100.0% | $53,889-100.0% | $299,603-100.0% |
| Participation rate | 0.0% | 87.2%-87.2pp | 100.0%-100.0pp | 87.2%-87.2pp |
| Annual return | 9.63% | 7.42%+2.2pp | 11.50%-1.9pp | 7.42%+2.2pp |
| Employer contribution / active EE | $21,196 | $15,730+34.7% | $8,788+141.2% | $15,730+34.7% |
| Participant deferral / active EE | $0 | $0 | $2,328-100.0% | - |
| Admin fee / account holder | $0 | $43-100.0% | $2,315-100.0% | $43-100.0% |