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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION3+ years Service code 10 · EIN 41-0956552 | Accounting | $367,650 |
BOSTON PARTNERS3+ years Service code 28 · EIN 98-0202744 | Investment Management | $318,276 |
Service code 28 · EIN 11-3786306 | Investment Management | $312,451 |
Service code 28 · EIN 13-3200244 | Investment Management | $301,317 |
ANCHOR CAPITAL ADVISORS LLC3+ years Service code 28 · EIN 20-4669888 | Investment Management | $296,210 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 11 · EIN 13-1975125 | Actuarial | $175,481 |
LORD ABBETT3+ years Filed as: LORD, ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $118,992 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $102,395 |
RBC GLOBAL ASSET MANAGEMENT3+ years Service code 28 · EIN 41-1460668 | Investment Management | $100,611 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $96,597 |
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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 | $192,869-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | 9.98% | 73.13%-63.2pp | -0.77%+10.7pp | 73.13%-63.2pp |
| Employer contribution / active EE | $3,077 | $8,421-63.5% | $29,514-89.6% | $8,421-63.5% |
| Participant deferral / active EE | $0 | $293-100.0% | $36-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $42,257-100.0% | - |