Filed September 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS7+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2272811 | Investment Management | $1,058,828 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN Service code 28 · EIN 13-6038770 | Investment Management | $265,445 |
THE BANK OF NEW YORK MELLON7+ years Filed as: ALCENTRA Service code 28 · EIN 80-6263676 | Investment Management | $198,229 |
NEPC, LLC7+ years Service code 28 · EIN 26-1429809 | Investment Management | $172,092 |
Filed as: ABS INVESTMENT MANAGEMENT Service code 28 · EIN 13-4205457 | Investment Management | $160,853 |
Filed as: MESIROW Service code 28 · EIN 36-3741067 | Investment Management | $160,713 |
Service code 28 · EIN 13-4064414 | Investment Management | $147,017 |
TITANIUM7+ years Service code 28 · EIN 45-4783986 | Investment Management | $142,005 |
Filed as: BNY MELLON INV MNGMT CAYMAN LTD Service code 28 | Investment Management | $140,025 |
FRONTENAC XI PRIVATE CAPITAL4 years Service code 28 · EIN 82-1264977 | Investment Management | $130,000 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | 7.97% | -7.95%+15.9pp | -5.85%+13.8pp | 23.41%-15.4pp |
| Employer contribution / active EE | $23,416 | $13,972+67.6% | $31,839-26.5% | $12,650+85.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |