Filed September 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS1+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2272811 | Investment Management | $676,606 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 28 · EIN 13-6038770 | Investment Management | $368,818 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BK OF NY MELLON EXP. ALPHA I FD Service code 28 · EIN 25-6078093 | Investment Management | $344,078 |
NEPC, LLC1+ years Service code 28 · EIN 26-1429809 | Investment Management | $181,156 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 | Investment Management | $140,392 |
ULLICO1+ years Service code 28 · EIN 13-1423090 1625 1 ST NW #5 · WASHINGTON, DC 20006 | Investment Management | $123,330 |
Filed as: INTERCONTINENTAL Service code 28 · EIN 04-3613055 | Investment Management | $106,630 |
TITANIUM1+ years Service code 28 · EIN 45-4783986 | Investment Management | $104,959 |
NORTHSTAR1+ years Filed as: NORTHSTAR MEZZANINE PARTNERSHIP Service code 28 · EIN 04-3287328 | Investment Management | $104,315 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 | Investment Management | $104,118 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -0.56% | 3.63%-4.2pp | 4.16%-4.7pp | 9.19%-9.7pp |
| Employer contribution / active EE | $18,170 | $11,363+59.9% | $29,966-39.4% | $12,608+44.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |