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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION1+ years Service code 10 · EIN 41-0956552 | Accounting | $379,420 |
ANCHOR CAPITAL ADVISORS LLC1+ years Service code 28 · EIN 20-4669888 | Investment Management | $352,316 |
Service code 28 · EIN 13-3200244 | Investment Management | $291,640 |
BOSTON PARTNERS1+ years Service code 28 · EIN 98-0202744 | Investment Management | $269,912 |
Service code 28 · EIN 11-3786306 | Investment Management | $249,752 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 11 · EIN 13-1975125 | Actuarial | $197,669 |
Filed as: WHV INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 91-1631301 | Investment Management | $142,462 |
ANDERSON, HELGEN, DAVIS & CEFALU1+ years Filed as: ANDERSON, HELGEN, DAVIS & CEFALU PA Service code 29 · EIN 26-3644998 | Legal | $130,187 |
LORD ABBETT1+ years Filed as: LORD, ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $126,116 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $99,562 |
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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 | $57,821-100.0% | $139,743-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 22.6%-22.6pp | 5.5%-5.5pp |
| Annual return | -5.20% | 5.86%-11.1pp | 4.96%-10.2pp | 5.86%-11.1pp |
| Employer contribution / active EE | $3,046 | $10,137-70.0% | $29,749-89.8% | $10,137-70.0% |
| Participant deferral / active EE | $0 | $492-100.0% | $26-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $3,369-100.0% | $387-100.0% |