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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION1+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $226,341 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $196,838 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMESQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $185,006 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $178,936 |
MEKETA INVESTMENT GROUP1+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $115,000 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $76,538 |
Filed as: LONGFELLOW INVESTMENT COMPANY Service code 28 · EIN 04-2933956 | Investment Management | $72,296 |
UNION BANK & TRUST COMPANY1+ years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $65,763 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST INVESTMENTS, N.A. Service code 28 · EIN 36-2723087 | Investment Management | $65,223 |
WHITESTAR ADVISORS, LLC1+ years Filed as: WHITESTAR Service code 28 · EIN 03-0496641 | Investment Management | $50,000 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -0.46% | 1.36%-1.8pp | -1.61%+1.1pp | 1.67%-2.1pp |
| Employer contribution / active EE | $14,357 | $10,832+32.5% | $30,840-53.4% | $10,506+36.7% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |