| Provider | Service type | Compensation |
|---|---|---|
Filed as: THOMPSON, SIEGEL, WALMSLEY Service code 28 · EIN 54-0854396 | Investment Management | $1,371,858 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $1,201,750 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE ASSOCIATES INC. Service code 28 · EIN 52-0556948 | Investment Management | $1,170,627 |
AB FUNDS7+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $1,165,031 |
WELLINGTON TRUST COMPANY7+ years Service code 28 · EIN 04-2755549 | Investment Management | $1,119,342 |
MARATHON ASSET MANAGEMENT7+ years Filed as: MARATHON LONDON Service code 28 · EIN 22-3321401 | Investment Management | $772,968 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $625,050 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $609,913 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES WORLD ASSET TRUST Service code 28 · EIN 35-7032934 | Investment Management | $536,223 |
ACADIAN ASSET MANAGEMENT LLC7+ years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $521,888 |
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 | $164,721-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -9.42% | -14.80%+5.4pp | -5.85%-3.6pp | -14.80%+5.4pp |
| Employer contribution / active EE | $23,630 | $8,996+162.7% | $31,839-25.8% | $8,996+162.7% |
| Participant deferral / active EE | $0 | $455-100.0% | $2-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $1,000-100.0% | - |