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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $219,419 |
LORD ABBETT5+ years Filed as: LORD ABBETT & CO. Service code 28 · EIN 13-5620131 | Investment Management | $146,902 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 06-0839113 | Actuarial | $133,500 |
DARREN TURTON5+ years Service code 30 · EIN 51-6045848 | Direct payment from the plan; Employe... | $100,348 |
METROPOLITAN MANAGEMENT SERVICES5+ years Service code 13 · EIN 45-3845437 | Contract Administrator | $96,690 |
WHITESTAR ADVISORS, LLC5+ years Filed as: WHITESTAR ADVISORS LLC Service code 27 · EIN 03-0496641 | Advisory (Plan) | $93,752 |
MICHAEL F. YATES & COMPANY, INC.5+ years Filed as: MICHAEL SPILLANE Service code 30 · EIN 51-6045848 | Employee (plan); Direct payment from ... | $83,716 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $77,110 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 28 · EIN 22-1211670 | Investment Management | $65,070 |
Service code 28 · EIN 33-1077887 | Investment Management | $65,070 |
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Employer contribution per participant 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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 13.86% | 12.20%+1.7pp | 10.56%+3.3pp | 21.83%-8.0pp |
| Employer contribution / active EE | $6,630 | $12,801-48.2% | $30,199-78.0% | $12,237-45.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |