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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $466,214 |
DELAWARE INVESTMENTS3 years Filed as: MACQUARIE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2859590 | Investment Management | $254,468 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $249,774 |
BOSTON TRUST WALDEN COMPANY4+ years Filed as: BOSTON TRUST AND INVESTMENT Service code 28 · EIN 04-2273811 | Investment Management | $186,734 |
JAY SMITH4+ years Service code 14 · EIN 51-6051034 | Plan Administrator | $159,032 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $147,400 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $138,159 |
NORTHPOINTE CAPITAL2 years Filed as: NORTHPOINT CAPITAL, LLC Service code 28 · EIN 23-3025935 | Investment Management | $133,055 |
Service code 28 · EIN 13-3257590 | Investment Management | $125,238 |
Filed as: FIDELITY Service code 28 · EIN 20-4659714 | Investment Management | $100,232 |
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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 | $341,093,897-100.0% | $94,563-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 7.37% | 15.22%-7.9pp | 16.32%-9.0pp | 21.83%-14.5pp |
| Employer contribution / active EE | $9,574 | $15,831-39.5% | $31,806-69.9% | $12,237-21.8% |
| Participant deferral / active EE | $0 | $987-100.0% | $211-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $0 | $1,551,325-100.0% |