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| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY3 years Filed as: BOSTON TRUST WALDEN Service code 19 · EIN 04-2273811 | Securities Custodian | $222,553 |
SLC MANAGEMENT3 years Service code 51 · EIN 47-3503928 | Investment Mgmt Fees | $182,722 |
RIDGEWORTH3 years Filed as: SEIX INVESTMENT ADVISORS LLC Service code 51 · EIN 95-4191764 | Investment Mgmt Fees | $120,544 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 51 · EIN 32-0016703 | Investment Mgmt Fees | $110,000 |
CUNI, RUST & STRENK1 year Filed as: CUNI, RUST & STRENK, INC Service code 11 · EIN 31-1227755 | Actuarial | $100,900 |
WILMINGTON TRUST3 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 51 · EIN 16-1486454 1100 NORTH MARKET STREET · WILMINGTON, DE 198900001 | Investment Mgmt Fees | $92,025 |
BOYD WATTERSON ASSET MANAGEMENT7+ years Filed as: BOYD WATTERSON Service code 51 · EIN 34-1922005 | Investment Mgmt Fees | $74,433 |
HAMMOND AND SHINNERS, P.C.7+ years Filed as: HAMMOND & SHINNERS PC Service code 29 · EIN 43-1429257 | Legal | $58,595 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $54,930 |
SARA WHITE7+ years Service code 30 · EIN 43-0736847 | Employee (plan) | $54,425 |
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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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 12.38% | 9.47%+2.9pp | 7.32%+5.1pp | 15.63%-3.3pp |
| Employer contribution / active EE | $6,374 | $9,065-29.7% | $23,426-72.8% | $11,476-44.5% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |