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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-3200244 | Investment Management | $429,501 |
WILSON-MCSHANE CORPORATION2+ years Service code 10 · EIN 41-0956552 | Accounting | $378,053 |
ANCHOR CAPITAL ADVISORS LLC2+ years Service code 28 · EIN 20-4669888 | Investment Management | $314,703 |
Service code 28 · EIN 11-3786306 | Investment Management | $298,984 |
BOSTON PARTNERS2+ years Service code 28 · EIN 98-0202744 | Investment Management | $271,590 |
ANDERSON, HELGEN, DAVIS & CEFALU2+ years Filed as: ANDERSON, HELGEN, DAVIS & CEFALU PA Service code 29 · EIN 26-3644998 | Legal | $249,293 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 11 · EIN 13-1975125 | Actuarial | $241,425 |
LORD ABBETT2+ years Filed as: LORD, ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $110,397 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $104,416 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $94,447 |
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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 | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 25.20% | 16.32%+8.9pp | 10.66%+14.5pp | 16.32%+8.9pp |
| Employer contribution / active EE | $3,854 | $12,766-69.8% | $30,880-87.5% | $12,766-69.8% |
| Participant deferral / active EE | $0 | $800-100.0% | $65-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $1,478-100.0% | - |