Filed September 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS8+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2272811 | Investment Management | $1,009,037 |
Service code 28 · EIN 85-0597999 | Investment Management | $283,931 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: JP MORGAN Service code 28 · EIN 13-6038770 | Investment Management | $278,149 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INV MNGMT CAYMAN LTD Service code 28 | Investment Management | $237,655 |
THE BANK OF NEW YORK MELLON8+ years Filed as: ALCENTRA Service code 28 · EIN 80-6263676 | Investment Management | $195,357 |
TITANIUM8+ years Service code 28 · EIN 45-4783986 | Investment Management | $172,971 |
NEPC, LLC8+ years Service code 28 · EIN 26-1429809 | Investment Management | $161,578 |
Service code 28 · EIN 13-4064414 | Investment Management | $157,095 |
Filed as: MESIROW Service code 28 · EIN 36-3741067 | Investment Management | $156,139 |
LOOMIS SAYLES8+ years Service code 28 · EIN 04-3200030 | Investment Management | $148,392 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | -2.15% | 7.95%-10.1pp | 20.18%-22.3pp | 9.11%-11.3pp |
| Employer contribution / active EE | $22,700 | $14,684+54.6% | $29,108-22.0% | $12,231+85.6% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |