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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $391,420 |
WILSON-MCSHANE CORPORATION6+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $313,457 |
Service code 51 · EIN 11-3786306 | Investment Mgmt Fees | $265,477 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $223,055 |
BOSTON PARTNERS6+ years Service code 28 · EIN 98-0202744 | Investment Management | $153,464 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $150,657 |
LORD ABBETT6+ years Filed as: LORD, ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $136,354 |
BOSTON TRUST WALDEN COMPANY2 years Service code 28 · EIN 04-2273811 | Investment Management | $134,638 |
NATIONAL INVESTMENT SERVICES2 years Filed as: NATIONAL INVESTMENT SERVICES OF AME Service code 28 · EIN 84-3937993 | Investment Management | $134,635 |
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $88,073 |
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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 | $444,552-100.0% | $161,924-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 3.7%-3.7pp |
| Annual return | 15.29% | 11.76%+3.5pp | 10.41%+4.9pp | 15.63%-0.3pp |
| Employer contribution / active EE | $5,412 | $3,456+56.6% | $31,248-82.7% | $11,476-52.8% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1,130-100.0% | $429-100.0% |