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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON ASSET MGMT Service code 28 · EIN 04-2755549 | Investment Management | $674,441 |
FISHER INVESTMENTS6+ years Service code 28 · EIN 94-3029777 | Investment Management | $555,656 |
INTECH INVESTMENT MANAGEMENT LLC6+ years Filed as: JANUS INTECH Service code 28 · EIN 01-0614895 | Investment Management | $491,808 |
O'DONOGHUE & O'DONOGHUE6+ years Service code 29 · EIN 53-0120527 | Legal | $364,076 |
TIMES SQUARE CAPITAL MANAGEMENT6+ years Filed as: TIMES SQUARE Service code 28 · EIN 20-1665304 | Investment Management | $351,804 |
HGK6+ years Filed as: HGK ASSET MGMT Service code 28 · EIN 52-1296988 | Investment Management | $199,035 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $165,768 |
LISA LINDAUER6+ years Filed as: LISA STORR Service code 30 · EIN 52-1178032 | Employee (plan); Direct payment from ... | $161,816 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $161,396 |
Filed as: KESTREL WORKPLACE Service code 29 | Legal | $154,255 |
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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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 12.41% | 9.48%+2.9pp | 9.52%+2.9pp | 12.86%-0.5pp |
| Employer contribution / active EE | $35,478 | $12,808+177.0% | $41,951-15.4% | $13,687+159.2% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |