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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $153,587 |
LORD ABBETT4+ years Filed as: LORD ABBETT & CO. Service code 28 · EIN 13-5620131 | Investment Management | $144,852 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 06-0839113 | Actuarial | $142,605 |
DARREN TURTON4+ years Service code 30 · EIN 51-6045848 | Direct payment from the plan; Employe... | $97,369 |
WHITESTAR ADVISORS, LLC4+ years Filed as: WHITESTAR ADVISORS LLC Service code 27 · EIN 03-0496641 | Advisory (Plan) | $93,751 |
METROPOLITAN MANAGEMENT SERVICES4+ years Service code 13 · EIN 45-3845437 | Contract Administrator | $91,620 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $73,555 |
MICHAEL F. YATES & COMPANY, INC.4+ years Filed as: MICHAEL SPILLANE Service code 30 · EIN 51-6045848 | Direct payment from the plan; Employe... | $70,953 |
AMALGAMATED BANK4+ years Filed as: AMALGAMATED BANK OF NY Service code 19 · EIN 13-4920330 | Securities Custodian | $69,851 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 28 · EIN 22-1211670 | Investment Management | $66,498 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 1.20% | -0.94%+2.1pp | -2.18%+3.4pp | 33.37%-32.2pp |
| Employer contribution / active EE | $6,011 | $12,464-51.8% | $38,751-84.5% | $11,253-46.6% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |