Filed September 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS2+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2272811 | Investment Management | $692,770 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 28 · EIN 13-6038770 | Investment Management | $383,940 |
Filed as: INTERCONTINENTAL Service code 28 · EIN 04-3613055 | Investment Management | $252,697 |
NEPC, LLC2+ years Service code 28 · EIN 26-1429809 | Investment Management | $213,431 |
THE BANK OF NEW YORK MELLON2+ years Filed as: ALCENTRA Service code 28 · EIN 80-6263676 | Investment Management | $209,790 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-3200030 | Investment Management | $143,699 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 | Investment Management | $130,628 |
ENTRUST PARTNERS OFFSHORE LP2+ years Filed as: ENTRUST Service code 28 · EIN 90-0644478 | Investment Management | $125,294 |
Filed as: BNY MELLON EXP. ALPHA Service code 28 · EIN 25-6078093 | Investment Management | $124,109 |
TITANIUM2+ years Service code 28 · EIN 45-4783986 | Investment Management | $106,212 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 11.47% | 12.33%-0.9pp | 8.32%+3.1pp | 17.84%-6.4pp |
| Employer contribution / active EE | $20,386 | $11,641+75.1% | $30,793-33.8% | $14,688+38.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |