Filed September 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS9+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2272811 | Investment Management | $1,011,497 |
Service code 28 · EIN 85-0597999 | Investment Management | $305,819 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON INV MNGMT CAYMAN LTD Service code 28 | Investment Management | $282,099 |
NEPC, LLC9+ years Service code 28 · EIN 26-1429809 | Investment Management | $198,302 |
TITANIUM9+ years Service code 28 · EIN 45-4783986 | Investment Management | $196,724 |
Filed as: MESIROW Service code 28 · EIN 36-3741067 | Investment Management | $152,631 |
Filed as: ABS INVESTMENT MANAGEMENT Service code 28 · EIN 13-4205457 | Investment Management | $138,323 |
Filed as: INTERCONTINENTAL Service code 28 · EIN 04-3613055 | Investment Management | $132,010 |
THE BANK OF NEW YORK MELLON9+ years Filed as: ALCENTRA Service code 28 · EIN 80-6263676 | Investment Management | $131,285 |
BOSTON PARTNERS5 years Filed as: BOSTON PARTNERS GLOBAL EQUITY FUND Service code 28 · EIN 20-5461810 | Investment Management | $109,690 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.93% | 10.33%-1.4pp | 8.10%+0.8pp | 9.30%-0.4pp |
| Employer contribution / active EE | $23,219 | $14,972+55.1% | $28,649-19.0% | $12,551+85.0% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |