| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $1,175,875 |
AB FUNDS5+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $1,175,717 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE ASSOCIATES INC. Service code 28 · EIN 52-0556948 | Investment Management | $1,062,498 |
THOMSON HORSTMANN & BRYANT5+ years Filed as: THOMSON, SEIGEL, WALMSLEY Service code 28 · EIN 54-0854396 | Investment Management | $907,436 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $830,203 |
WELLINGTON TRUST COMPANY5+ years Service code 28 · EIN 04-2755549 | Investment Management | $822,433 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $671,043 |
MARATHON ASSET MANAGEMENT5+ years Filed as: MARATHON LONDON Service code 28 · EIN 22-3321401 | Investment Management | $639,080 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $588,913 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-2723087 | Investment Management | $458,217 |
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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 3.46% | 13.80%-10.3pp | 8.01%-4.6pp | 13.80%-10.3pp |
| Employer contribution / active EE | $21,096 | $10,386+103.1% | $29,476-28.4% | $10,386+103.1% |
| Participant deferral / active EE | $0 | $448-100.0% | $735-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |