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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $465,746 |
WILSON-MCSHANE CORPORATION8+ years Service code 10 · EIN 41-0956552 | Accounting | $332,282 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $264,713 |
Service code 28 · EIN 11-3786306 | Investment Management | $261,966 |
INVESCO4 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $207,052 |
BOSTON TRUST WALDEN COMPANY4 years Service code 28 · EIN 04-2273811 | Investment Management | $206,313 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $154,976 |
NATIONAL INVESTMENT SERVICES4 years Filed as: NATIONAL INVESTMENT SERVICES OF AME Service code 28 · EIN 84-3937993 | Investment Management | $100,298 |
LORD ABBETT8+ years Filed as: LORD, ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $96,701 |
BMO HARRIS BANK NA8+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $94,477 |
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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 | $13,363-100.0% | $202,297-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 2.2%-2.2pp |
| Annual return | -4.10% | 8.44%-12.5pp | 14.20%-18.3pp | 9.11%-13.2pp |
| Employer contribution / active EE | $7,839 | $3,337+134.9% | $29,492-73.4% | $12,231-35.9% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $7,524-100.0% | $125-100.0% |