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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS6+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $784,586 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $721,199 |
ROBECO INVESTMENT MANAGEMENT6+ years Filed as: ROBECO WEISS PECK & GREER Service code 28 · EIN 98-0202744 | Investment Management | $559,848 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $549,355 |
PGIM INVESTMENTS6+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 22-2540245 | Investment Management | $523,461 |
DOVER IX ASSOCIATES L.P.3 years Service code 28 · EIN 98-1251694 | Investment Management | $392,788 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $346,828 |
THE SEGAL COMPANY6+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $327,950 |
INVESCO6+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $272,933 |
BAIRD FUNDS6+ years Filed as: ROBERT W BAIRD & CO. Service code 28 · EIN 39-6037917 | Investment Management | $228,632 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 15.59% | 6.00%+9.6pp | 8.01%+7.6pp | 5230.06%-5214.5pp |
| Employer contribution / active EE | $11,736 | $14,010-16.2% | $29,476-60.2% | $10,491+11.9% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |