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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $1,000,983 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618462 | Investment Management | $742,075 |
RBC GLOBAL ASSET MANAGEMENT3 years Service code 28 · EIN 41-1460668 | Investment Management | $709,213 |
ROBECO INVESTMENT MANAGEMENT8+ years Filed as: ROBECO WEISS PECK & GREER Service code 28 · EIN 98-0202744 | Investment Management | $625,447 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $553,658 |
AB FUNDS8+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $537,865 |
PGIM INVESTMENTS8+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 22-2540245 | Investment Management | $522,907 |
DOVER IX ASSOCIATES L.P.5 years Service code 28 · EIN 98-1251694 | Investment Management | $292,768 |
TORCHLIGHT2 years Filed as: TORCHLIGHT INVESTORS, LLC. Service code 27 · EIN 13-3976737 | Advisory (Plan) | $280,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $237,250 |
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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 | $164,721-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -12.87% | -14.80%+1.9pp | -5.85%-7.0pp | -14.80%+1.9pp |
| Employer contribution / active EE | $17,272 | $8,996+92.0% | $31,839-45.8% | $8,996+92.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $2-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $1,000-100.0% | - |