Filed September 11, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS4+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2272811 | Investment Management | $916,599 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON EXP. ALPHA Service code 28 · EIN 25-6078093 | Investment Management | $270,402 |
THE BANK OF NEW YORK MELLON4+ years Filed as: ALCENTRA Service code 28 · EIN 80-6263676 | Investment Management | $221,278 |
NEPC, LLC4+ years Service code 28 · EIN 26-1429809 | Investment Management | $191,819 |
Filed as: MESIROW Service code 28 · EIN 36-3741067 | Investment Management | $126,378 |
Filed as: INTERCONTINENTAL Service code 28 · EIN 04-3613055 | Investment Management | $120,404 |
LOOMIS SAYLES4+ years Service code 28 · EIN 04-3200030 | Investment Management | $119,555 |
Filed as: CANYON VALUE REALIZATION Service code 28 · EIN 98-0417097 | Investment Management | $115,885 |
TITANIUM4+ years Service code 28 · EIN 45-4783986 | Investment Management | $115,383 |
Service code 28 · EIN 82-1264977 | Investment Management | $114,710 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 5.54% | 12.20%-6.7pp | 10.56%-5.0pp | 21.83%-16.3pp |
| Employer contribution / active EE | $23,261 | $12,801+81.7% | $30,199-23.0% | $12,237+90.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |