Filed September 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS6+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2272811 | Investment Management | $920,733 |
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON EXP. ALPHA Service code 28 · EIN 25-6078093 | Investment Management | $368,226 |
NEPC, LLC6+ years Service code 28 · EIN 26-1429809 | Investment Management | $198,539 |
LOOMIS SAYLES6+ years Service code 28 · EIN 04-3200030 | Investment Management | $185,607 |
THE BANK OF NEW YORK MELLON6+ years Filed as: ALCENTRA Service code 28 · EIN 80-6263676 | Investment Management | $180,380 |
Filed as: ABS INVESTMENT MANAGEMENT Service code 28 · EIN 13-4205457 | Investment Management | $163,634 |
ASB CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0618452 | Investment Management | $132,517 |
TITANIUM6+ years Service code 28 · EIN 45-4783986 | Investment Management | $123,470 |
GRAHAM GLOBAL4 years Service code 28 · EIN 06-1398337 | Investment Management | $115,500 |
Filed as: MESIROW Service code 28 · EIN 36-3741067 | Investment Management | $110,795 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 13.36% | 19.37%-6.0pp | 11.08%+2.3pp | 15.63%-2.3pp |
| Employer contribution / active EE | $18,866 | $13,107+43.9% | $28,418-33.6% | $11,476+64.4% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |