| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $1,210,916 |
T ROWE PRICE RPS INC7 years Filed as: T ROWE PRICE ASSOCIATES INC. Service code 28 · EIN 52-0556948 | Investment Management | $1,081,602 |
THOMPSON, SIEGEL & WALMSLEY3 years Filed as: THOMPSON, SIEGEL, WALMSLEY Service code 28 · EIN 54-0854396 | Investment Management | $976,814 |
AB FUNDS9+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $960,383 |
WELLINGTON TRUST COMPANY9+ years Service code 28 · EIN 04-2755549 | Investment Management | $891,049 |
MARATHON ASSET MANAGEMENT9+ years Filed as: MARATHON LONDON Service code 21 · EIN 61-6506892 | Bank Trustee | $789,901 |
AMALGAMATED BANK9+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $687,462 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $607,929 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $567,238 |
ACADIAN ASSET MANAGEMENT LLC9+ years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $508,687 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.93% | 10.11%+0.8pp | 8.10%+2.8pp | 8.85%+2.1pp |
| Employer contribution / active EE | $23,827 | $12,795+86.2% | $28,649-16.8% | $8,529+179.4% |
| Participant deferral / active EE | $0 | $1-100.0% | $10-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |