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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $1,026,624 |
Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $875,946 |
RBC GLOBAL ASSET MANAGEMENT4 years Service code 28 · EIN 41-1460668 | Investment Management | $736,350 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618462 | Investment Management | $652,350 |
BOSTON PARTNERS1 year Service code 28 · EIN 98-0202744 | Investment Management | $643,440 |
AB FUNDS9+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $573,127 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $556,673 |
NEUBERGER BERMAN8 years Service code 28 · EIN 30-0536163 | Investment Management | $435,398 |
PGIM INVESTMENTS9+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 22-2540245 | Investment Management | $367,552 |
TORCHLIGHT3 years Filed as: TORCHLIGHT INVESTORS, LLC. Service code 27 · EIN 13-3976737 | Advisory (Plan) | $280,000 |
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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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 9.32% | 33.11%-23.8pp | 20.18%-10.9pp | 33.11%-23.8pp |
| Employer contribution / active EE | $20,056 | $9,000+122.9% | $29,108-31.1% | $9,000+122.9% |
| Participant deferral / active EE | $0 | $680-100.0% | $6-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |