Filed September 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS3+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2272811 | Investment Management | $770,451 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON EXP. ALPHA Service code 28 · EIN 25-6078093 | Investment Management | $322,897 |
THE BANK OF NEW YORK MELLON3+ years Filed as: ALCENTRA Service code 28 · EIN 80-6263676 | Investment Management | $203,392 |
NEPC, LLC3+ years Service code 28 · EIN 26-1429809 | Investment Management | $187,323 |
LOOMIS SAYLES3+ years Service code 28 · EIN 04-3200030 | Investment Management | $149,909 |
ALEUTIAN2 years Service code 28 · EIN 98-0566066 | Investment Management | $144,530 |
Filed as: INTERCONTINENTAL Service code 28 · EIN 04-3613055 | Investment Management | $118,825 |
TITANIUM3+ years Service code 28 · EIN 45-4783986 | Investment Management | $112,960 |
SIGULER GUFF ADVISERS, LLC2 years Filed as: SIGULER GUFF Service code 28 · EIN 13-3855629 | Investment Management | $112,426 |
ULLICO3+ years Service code 28 · EIN 13-1423090 | Investment Management | $97,940 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 9.03% | 2.02%+7.0pp | -752.26%+761.3pp | 33.37%-24.3pp |
| Employer contribution / active EE | $22,731 | $12,422+83.0% | $31,802-28.5% | $11,253+102.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |