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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $886,629 |
LORD ABBETT6 years Filed as: LORD, ABBET & CO LLC Service code 27 · EIN 13-5620131 | Advisory (Plan) | $570,784 |
Filed as: WESTERN ASSET MANAGEMENT CO Service code 28 | Investment Management | $232,939 |
BOSTON PARTNERS6 years Service code 27 | Advisory (Plan) | $232,487 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 | Investment Management | $196,644 |
MANNING & NAPIER6 years Service code 27 · EIN 16-0995736 | Advisory (Plan) | $168,997 |
THE SEGAL COMPANY7+ years Filed as: MARTIN E. SEGAL CO Service code 11 · EIN 13-1835864 333 W. 34TH STREET · NEW YORK, NY 10001 | Actuarial | $142,080 |
RBC GLOBAL ASSET MANAGEMENT6 years Service code 27 | Advisory (Plan) | $102,860 |
BROADCORE INVESTMENTS LP6 years Filed as: BROAD CORE INVESTMENTS Service code 27 | Advisory (Plan) | $97,358 |
MORGAN STANLEY SMITH BARNEY6 years Service code 27 · EIN 13-2858466 | Advisory (Plan) | $88,239 |
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Annual investment return 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.
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 7.60% | 19.37%-11.8pp | 11.08%-3.5pp | 15.63%-8.0pp |
| Employer contribution / active EE | $23,219 | $13,107+77.1% | $28,418-18.3% | $11,476+102.3% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |