| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS6+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $1,456,087 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $1,201,750 |
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE ASSOCIATES INC. Service code 28 · EIN 52-0556948 | Investment Management | $1,162,935 |
THOMSON HORSTMANN & BRYANT6+ years Filed as: THOMSON, SEIGEL, WALMSLEY Service code 28 · EIN 54-0854396 | Investment Management | $970,047 |
WELLINGTON TRUST COMPANY6+ years Service code 28 · EIN 04-2755549 | Investment Management | $931,172 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $722,377 |
MARATHON ASSET MANAGEMENT6+ years Filed as: MARATHON LONDON Service code 28 · EIN 22-3321401 | Investment Management | $696,136 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $669,760 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $617,974 |
AMALGAMATED BANK6+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $499,301 |
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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 25.86% | 19.39%+6.5pp | 11.08%+14.8pp | 19.39%+6.5pp |
| Employer contribution / active EE | $21,067 | $8,446+149.4% | $28,418-25.9% | $8,446+149.4% |
| Participant deferral / active EE | $0 | $353-100.0% | $86-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |