Filed September 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS5+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2272811 | Investment Management | $897,085 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON EXP. ALPHA Service code 28 · EIN 25-6078093 | Investment Management | $274,554 |
THE BANK OF NEW YORK MELLON5+ years Filed as: ALCENTRA Service code 28 · EIN 80-6263676 | Investment Management | $225,018 |
NEPC, LLC5+ years Service code 28 · EIN 26-1429809 | Investment Management | $195,542 |
LIBREMAX CAPITAL LLC2 years Service code 28 · EIN 27-2436175 | Investment Management | $161,332 |
Filed as: CANYON VALUE REALIZATION Service code 28 · EIN 98-0417097 | Investment Management | $155,513 |
Filed as: ABS INVESTMENT MANAGEMENT Service code 28 · EIN 13-4205457 | Investment Management | $153,192 |
FRONTENAC XI PRIVATE CAPITAL2 years Service code 28 · EIN 82-1264977 | Investment Management | $148,125 |
ASB CAPITAL MANAGEMENT5+ years Service code 28 · EIN 80-0618452 | Investment Management | $139,256 |
Service code 28 · EIN 33-1117438 | Investment Management | $124,211 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 4.50% | 6.82%-2.3pp | 8.01%-3.5pp | 12.86%-8.4pp |
| Employer contribution / active EE | $21,140 | $12,695+66.5% | $29,476-28.3% | $13,687+54.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |