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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS INC Service code 13 · EIN 53-0257019 | Contract Administrator | $506,901 |
GAMCO ASSET MANAGEMENT4+ years Filed as: GAMCO Service code 28 · EIN 13-4044521 | Investment Management | $389,573 |
BOSTON PARTNERS1 year Service code 28 138 ANDOVER ROAD · ANDOVER, MA 01810 | Investment Management | $279,142 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $262,907 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 · EIN 36-4291971 | Advisory (Plan) | $240,597 |
LSV ASSET MANAGEMENT4+ years Filed as: LSV INTL VALUE EQUITY Service code 28 · EIN 20-0726879 | Investment Management | $239,357 |
O'DONOGHUE & O'DONOGHUE4+ years Service code 29 · EIN 53-0120528 | Legal | $166,877 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $111,096 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Filed as: WESTERN ASSET Service code 28 · EIN 20-4712392 | Investment Management | $110,921 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $97,590 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 4.03% | 12.20%-8.2pp | 10.56%-6.5pp | 21.83%-17.8pp |
| Employer contribution / active EE | $12,881 | $12,801+0.6% | $30,199-57.3% | $12,237+5.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |