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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $428,636 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $389,267 |
WILSON-MCSHANE CORPORATION9+ years Service code 10 · EIN 41-0956552 | Accounting | $345,023 |
Service code 28 · EIN 11-3786306 | Investment Management | $273,161 |
BOSTON TRUST WALDEN COMPANY5 years Service code 28 · EIN 04-2273811 | Investment Management | $181,686 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $168,082 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $164,385 |
THE SEGAL COMPANY9+ years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 11 · EIN 13-1975125 | Actuarial | $141,688 |
BMO HARRIS BANK NA9+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $90,595 |
INVESCO5 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $82,653 |
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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 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 5.75% | 17.72%-12.0pp | 148.78%-143.0pp | 9.30%-3.6pp |
| Employer contribution / active EE | $11,586 | $3,186+263.6% | $26,858-56.9% | $12,551-7.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $63-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |