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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $1,156,315 |
WILSON-MCSHANE CORPORATION2 years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $890,650 |
RBC GLOBAL ASSET MANAGEMENT5 years Service code 28 · EIN 41-1460668 | Investment Management | $801,657 |
AB FUNDS10+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $560,618 |
Filed as: U.S. REAL ESTATE INVESTMENT FUND, L Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $559,716 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 · EIN 04-2895544 | Investment Management | $556,673 |
PGIM INVESTMENTS10+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 22-2540245 | Investment Management | $536,589 |
BOSTON PARTNERS2 years Service code 28 · EIN 98-0202744 | Investment Management | $495,081 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618462 | Investment Management | $494,505 |
Service code 28 · EIN 82-2900910 | Investment Management | $442,701 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.80% | 8.48%+1.3pp | 8.10%+1.7pp | 8.48%+1.3pp |
| Employer contribution / active EE | $13,682 | $9,949+37.5% | $28,649-52.2% | $9,949+37.5% |
| Participant deferral / active EE | $0 | $734-100.0% | $10-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |