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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY8 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $451,208 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN CORE Service code 28 · EIN 95-4871432 | Investment Management | $445,475 |
WILSON-MCSHANE CORPORATION3 years Service code 13 · EIN 41-0956552 | Contract Administrator | $417,760 |
Filed as: ARNOLD NEWBOLD SOLLARS & HOLLINS Service code 50 · EIN 43-1174269 | Direct Payment | $283,978 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $221,577 |
PROLOAN BOND FUND, LLC1 year Filed as: PROLOAN BOND FUND Service code 28 · EIN 54-1288566 | Investment Management | $194,818 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $189,003 |
BLACKSTONE6 years Filed as: BLACKSTONE INFRASTRUCTURE ADVISORS Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $184,631 |
Filed as: WESTERN ASSET MGMT CO Service code 28 · EIN 95-2705767 385 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Management | $160,768 |
FINANCIAL COUNSELORS INC4 years Filed as: FINANCIAL COUNSELORS, INC. Service code 19 · EIN 43-1703335 | Securities Custodian | $150,658 |
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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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 5.37% | 7.72%-2.4pp | 8.99%-3.6pp | 7.72%-2.4pp |
| Employer contribution / active EE | $10,833 | $10,549+2.7% | $25,171-57.0% | $10,549+2.7% |
| Participant deferral / active EE | $0 | $275-100.0% | $1-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |