| Provider | Service type | Compensation |
|---|---|---|
THOMSON HORSTMANN & BRYANT3+ years Filed as: THOMSON, SEIGEL, WALMSLEY Service code 28 · EIN 54-0854396 | Investment Management | $985,574 |
AB FUNDS3+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $982,057 |
AMALGAMATED BANK3+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-6228122 | Securities Custodian | $931,027 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $926,250 |
MARATHON ASSET MANAGEMENT3+ years Filed as: MARATHON LONDON Service code 28 · EIN 22-3321401 | Investment Management | $855,251 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE ASSOCIATES INC. Service code 28 · EIN 52-0556948 | Investment Management | $848,134 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $820,363 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $732,561 |
WELLINGTON TRUST COMPANY3+ years Service code 28 · EIN 04-2755549 | Investment Management | $628,004 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $553,312 |
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 | $0 | $63,107-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 71.4%-71.4pp | - |
| Annual return | 10.76% | 21.66%-10.9pp | 2.72%+8.0pp | 21.66%-10.9pp |
| Employer contribution / active EE | $21,745 | $18,139+19.9% | $10,601+105.1% | $18,139+19.9% |
| Participant deferral / active EE | $0 | $0 | $2,250-100.0% | - |
| Admin fee / account holder | $0 | $0 | $27-100.0% | - |