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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $738,176 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 51 499 PARK AVE 17 · NEW YORK, NY 10022 | Investment Mgmt Fees | $650,315 |
ARNOLD & KADJAN1+ years Filed as: ARNOLD NEWBOLD WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $412,266 |
LEXINGTON PARTNERS LP1+ years Service code 51 | Investment Mgmt Fees | $375,319 |
WILSON-MCSHANE CORPORATION1+ years Filed as: WILSON MCSHANE Service code 50 · EIN 41-0956552 | Direct Payment | $348,000 |
INVESCO1+ years Filed as: INVESCO, INC Service code 51 · EIN 58-1707262 | Investment Mgmt Fees | $325,671 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 51 · EIN 36-3429599 | Investment Mgmt Fees | $242,870 |
REAMS ASSET MANAGEMENT1+ years Filed as: REAMS ASSET MGMT Service code 51 | Investment Mgmt Fees | $127,700 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1975125 | Pension Consulting | $123,188 |
FINANCIAL COUNSELORS INC1+ years Filed as: FINANCIAL COUNSELORS, INC Service code 51 · EIN 43-1703335 | Investment Mgmt Fees | $121,861 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 0.22% | 6.13%-5.9pp | 4.74%-4.5pp | 9.19%-9.0pp |
| Employer contribution / active EE | $11,507 | $10,206+12.8% | $36,089-68.1% | $12,608-8.7% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |