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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $957,339 |
ROBECO INVESTMENT MANAGEMENT7+ years Filed as: ROBECO WEISS PECK & GREER Service code 28 · EIN 98-0202744 | Investment Management | $834,165 |
AB FUNDS7+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $820,097 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618462 | Investment Management | $632,784 |
RBC GLOBAL ASSET MANAGEMENT2 years Service code 28 · EIN 41-1460668 | Investment Management | $577,371 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $538,680 |
PGIM INVESTMENTS7+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 22-2540245 | Investment Management | $535,746 |
TORCHLIGHT1 year Filed as: TORCHLIGHT INVESTORS, LLC. Service code 27 · EIN 13-3976737 | Advisory (Plan) | $420,000 |
DOVER IX ASSOCIATES L.P.4 years Service code 28 · EIN 98-1251694 | Investment Management | $384,472 |
NEUBERGER BERMAN6 years Service code 28 · EIN 30-0536163 | Investment Management | $356,957 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 2.66% | 19.39%-16.7pp | 11.08%-8.4pp | 19.39%-16.7pp |
| Employer contribution / active EE | $14,339 | $8,446+69.8% | $28,418-49.5% | $8,446+69.8% |
| Participant deferral / active EE | $0 | $353-100.0% | $86-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |