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| Provider | Service type | Compensation |
|---|---|---|
NUVEEN7+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $161,950 |
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADV Service code 28 · EIN 41-1533211 | Investment Management | $148,048 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $107,405 |
GOLDMAN SACHS1 year Filed as: CRESCENT MAGAZINE PARTNERS VIIB LP Service code 28 · EIN 47-3358654 | Investment Management | $79,595 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435469 | Investment Management | $60,448 |
PROSKAUER ROSE LLP7+ years Service code 29 · EIN 13-1840454 | Legal | $58,473 |
SCHULTHEIS & PANETTIERI, LLP7+ years Service code 10 · EIN 13-1577780 | Accounting | $55,000 |
RBC GLOBAL ASSET MANAGEMENT7+ years Service code 28 · EIN 41-1460668 | Investment Management | $52,991 |
BMO HARRIS BANK NA7+ years Filed as: M & T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $45,132 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 19 · EIN 22-1211670 | Securities Custodian | $36,597 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 12.63% | 24.46%-11.8pp | 11.08%+1.5pp | 13.24%-0.6pp |
| Employer contribution / active EE | $10,163 | $11,981-15.2% | $28,418-64.2% | $14,616-30.5% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |