| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS4+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $1,132,281 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE ASSOCIATES INC. Service code 28 · EIN 52-0556948 | Investment Management | $996,906 |
THOMSON HORSTMANN & BRYANT4+ years Filed as: THOMSON, SEIGEL, WALMSLEY Service code 28 · EIN 54-0854396 | Investment Management | $995,262 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $911,667 |
WELLINGTON TRUST COMPANY4+ years Service code 28 · EIN 04-2755549 | Investment Management | $871,508 |
AMALGAMATED BANK4+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-6228122 | Securities Custodian | $812,508 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $781,930 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $729,447 |
MARATHON ASSET MANAGEMENT4+ years Filed as: MARATHON LONDON Service code 28 · EIN 22-3321401 | Investment Management | $695,621 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $565,183 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,518-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 40.0%-40.0pp | - |
| Annual return | 2.80% | 2.80%0pp | 6.22%-3.4pp | 2.80%0pp |
| Employer contribution / active EE | $21,808 | $21,8080% | $12,981+68.0% | $21,8080% |
| Participant deferral / active EE | $0 | $0 | $3,167-100.0% | - |
| Admin fee / account holder | $0 | $0 | - | - |