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| Provider | Service type | Compensation |
|---|---|---|
LORD ABBETT3 years Filed as: LORD, ABBET & CO LLC Service code 27 · EIN 13-5620131 | Advisory (Plan) | $360,031 |
MANNING & NAPIER3 years Service code 27 · EIN 16-0995736 | Advisory (Plan) | $328,449 |
BOSTON PARTNERS3 years Service code 27 | Advisory (Plan) | $256,150 |
Service code 27 | Advisory (Plan) | $184,563 |
Filed as: WESTERN ASSET MANAGEMENT CO Service code 28 | Investment Management | $175,499 |
SNOW CAPITAL MANAGEMENT3 years Service code 27 · EIN 25-1894430 | Advisory (Plan) | $152,016 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 | Investment Management | $117,730 |
THE SEGAL COMPANY4+ years Filed as: MARTIN E. SEGAL CO Service code 11 · EIN 13-1835864 333 W. 34TH STREET · NEW YORK, NY 10001 | Actuarial | $108,505 |
RBC GLOBAL ASSET MANAGEMENT3 years Service code 27 | Advisory (Plan) | $87,169 |
BROADCORE INVESTMENTS LP3 years Filed as: BROAD CORE INVESTMENTS Service code 27 | Advisory (Plan) | $66,697 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -1.76% | 2.02%-3.8pp | -752.26%+750.5pp | 33.37%-35.1pp |
| Employer contribution / active EE | $21,059 | $12,422+69.5% | $31,802-33.8% | $11,253+87.1% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |