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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $2,242,797 |
CONSTITUTION CAPITAL PARTNERS4+ years Service code 28 · EIN 74-3246212 | Investment Management | $1,399,859 |
PROSKAUER ROSE LLP1 year Filed as: PROSKAUER ROSELLP Service code 29 · EIN 13-1840454 | Legal | $1,390,647 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN CONSULTANTS AND ACTUARIES Service code 11 · EIN 91-0675641 | Actuarial | $1,116,448 |
Filed as: CAT ROCK Service code 28 · EIN 47-3415529 | Investment Management | $703,043 |
COHEN & STEERS3 years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $564,116 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $537,989 |
MARATHON ASSET MANAGEMENT2 years Filed as: MARATHON ASSET MANAGAMENT Service code 28 · EIN 61-6506892 | Investment Management | $524,293 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $470,898 |
KILKELLY, MAUREEN1 year Service code 30 · EIN 13-1895132 | Employee (plan); Direct payment from ... | $435,894 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $894,319,009-100.0% | $179,713-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 0.0%0pp |
| Annual return | 7.10% | 24.48%-17.4pp | 8.22%-1.1pp | 24.48%-17.4pp |
| Employer contribution / active EE | $3,584 | $9,418-61.9% | $46,636-92.3% | $9,418-61.9% |
| Participant deferral / active EE | $0 | $501-100.0% | $1,719-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $1,392-100.0% | $2,968,729-100.0% |