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| Provider | Service type | Compensation |
|---|---|---|
WHITESTAR ADVISORS, LLC1+ years Filed as: WHITESTAR ADVISORS LLC Service code 27 · EIN 03-0496641 | Advisory (Plan) | $246,984 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $150,102 |
LORD ABBETT1+ years Filed as: LORD ABBETT & CO. Service code 28 · EIN 13-5620131 | Investment Management | $136,157 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT,LLP Service code 28 · EIN 56-1557450 | Investment Management | $126,923 |
DARREN TURTON1+ years Service code 30 · EIN 51-6045848 | Employee (plan); Direct payment from ... | $116,534 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $92,993 |
Filed as: MARSHALL & MOSS, LLC Service code 10 · EIN 11-3360166 | Accounting | $92,467 |
METROPOLITAN MANAGEMENT SERVICES1+ years Service code 13 · EIN 45-3845437 | Contract Administrator | $82,553 |
AMALGAMATED BANK1+ years Filed as: AMALGAMATED BANK OF NY Service code 19 · EIN 13-4920330 | Securities Custodian | $77,924 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 28 · EIN 22-1211670 | Investment Management | $71,232 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -2.51% | -0.09%-2.4pp | -0.81%-1.7pp | 1.67%-4.2pp |
| Employer contribution / active EE | $4,796 | $11,440-58.1% | $38,425-87.5% | $10,506-54.3% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |