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| Provider | Service type | Compensation |
|---|---|---|
LORD ABBETT2 years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $688,649 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $525,120 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $331,831 |
Service code 28 · EIN 04-2895544 | Investment Management | $271,540 |
MANNING & NAPIER2 years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3240790 | Investment Management | $161,761 |
Filed as: DOLAN MCENIRY CAPITAL MANAGMENT LLC Service code 28 · EIN 36-4169967 | Investment Management | $148,439 |
AMERICAN FUNDS1 year Filed as: WCM FOCUSED INT'L GROWTH FUND LP Service code 28 · EIN 20-8941519 | Investment Management | $147,732 |
RBC GLOBAL ASSET MANAGEMENT9 years Service code 28 · EIN 41-1460668 | Investment Management | $122,378 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 19 · EIN 25-6078093 | Securities Custodian | $100,784 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL CO. (EASTERN STATES) INC. Service code 11 · EIN 13-1835864 | Actuarial | $74,875 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.91% | 10.33%+0.6pp | 8.10%+2.8pp | 9.30%+1.6pp |
| Employer contribution / active EE | $25,215 | $14,972+68.4% | $28,649-12.0% | $12,551+100.9% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |