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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 85-0533240 | Investment Management | $171,150 |
GCM PARTNERS I, L.P.1 year Service code 28 · EIN 30-1042553 | Investment Management | $109,210 |
COLUMBIA8+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $104,951 |
NUVEEN8+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $101,931 |
AMERICAN FUNDS8+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $97,978 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $81,095 |
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $71,841 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435469 | Investment Management | $63,862 |
SCHULTHEIS & PANETTIERI, LLP8+ years Service code 10 · EIN 13-1577780 | Accounting | $59,900 |
BMO HARRIS BANK NA8+ years Filed as: M & T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $59,000 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -13.41% | -8.26%-5.1pp | -5.85%-7.6pp | 2.77%-16.2pp |
| Employer contribution / active EE | $9,522 | $12,543-24.1% | $31,839-70.1% | $15,262-37.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |