| Provider | Service type | Compensation |
|---|---|---|
THOMPSON, SIEGEL & WALMSLEY2 years Filed as: THOMPSON, SIEGEL, WALMSLEY Service code 28 · EIN 54-0854396 | Investment Management | $1,294,896 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $1,101,957 |
WELLINGTON TRUST COMPANY8+ years Service code 28 · EIN 04-2755549 | Investment Management | $856,158 |
AB FUNDS8+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $848,255 |
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE ASSOCIATES INC. Service code 28 · EIN 52-0556948 | Investment Management | $812,005 |
MARATHON ASSET MANAGEMENT8+ years Filed as: MARATHON LONDON Service code 28 · EIN 61-6506892 | Investment Management | $691,753 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $673,737 |
AMALGAMATED BANK8+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $669,412 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES WORLD ASSET TRUST Service code 28 · EIN 35-7032934 | Investment Management | $600,191 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $560,793 |
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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 5.26% | 7.10%-1.8pp | 20.18%-14.9pp | 13.18%-7.9pp |
| Employer contribution / active EE | $23,678 | $12,760+85.6% | $29,108-18.7% | $8,469+179.6% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |