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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $1,903,128 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 270 PARK AVE · NEW YORK, NY 10017 | Advisory (Plan) | $1,314,192 |
WEDGE CAPITAL MANAGEMENT4 years Service code 28 · EIN 56-1557450 | Investment Management | $545,933 |
DWS FUNDS4 years Filed as: RREEF MANAGEMENT LLC Service code 28 · EIN 58-2364506 | Investment Management | $406,587 |
Filed as: MESIROW INSURANCE SERVICE, INC Service code 22 · EIN 36-3429604 | Insurance Broker | $342,234 |
BOSTON TRUST WALDEN COMPANY7+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO. Service code 28 · EIN 04-2273811 | Investment Management | $249,510 |
VICTORY4 years Filed as: VICTORY SOPHUS EMERGING MARKETS Service code 28 | Investment Management | $236,270 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES CORE PLUS Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $189,835 |
BMO HARRIS BANK NA7+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $185,189 |
THE SEGAL COMPANY7+ years Filed as: THE SEGAL CO. Service code 11 · EIN 13-1975125 | Actuarial | $184,230 |
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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 | $490,804-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 9.42% | 19.39%-10.0pp | 14.84%-5.4pp | 19.39%-10.0pp |
| Employer contribution / active EE | $28,549 | $8,446+238.0% | $37,950-24.8% | $8,446+238.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $127-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $1-100.0% | - |