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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY MANAGEMENT, INC.8+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $86,494 |
THE BANK OF NEW YORK MELLON6 years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $80,734 |
MORGAN STANLEY SMITH BARNEY8+ years Service code 27 4520 MAIN ST STE 800 · KANSAS CITY, MO 64111 | Advisory (Plan) | $63,900 |
ARISTOTLE CAPITAL MANAGEMENT6 years Filed as: ARISTOTLE Service code 28 125 SUMMER ST, STE 1220 · BOSTON, ME 02110 | Investment Management | $55,815 |
HARDING LOEVNER LP8+ years Filed as: HARDING LOEVNER Service code 28 · EIN 22-3010247 | Investment Management | $54,449 |
Filed as: HORIZON ACTUARIAL LLC Service code 11 · EIN 26-1370698 | Actuarial | $50,575 |
Filed as: LONGFELLOW MANAGEMENT Service code 28 20 WINTHROP SQ · BOSTON, ME 02110 | Investment Management | $41,795 |
FINANCIAL COUNSELORS INC6 years Service code 28 · EIN 43-0890172 | Investment Management | $36,123 |
BLAKE & UHLIG, P.A.8+ years Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 | Legal | $34,421 |
Filed as: SSC CPAS, P.A. Service code 10 · EIN 48-1215584 | Accounting | $22,500 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 2.25% | 7.15%-4.9pp | 20.18%-17.9pp | 37.74%-35.5pp |
| Employer contribution / active EE | $8,798 | $13,270-33.7% | $29,108-69.8% | $15,788-44.3% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |