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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS2 years Service code 28 138 ANDOVER ROAD · ANDOVER, MA 01810 | Investment Management | $560,658 |
BENESYS, INC.2 years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 | Contract Administrator | $515,364 |
GAMCO ASSET MANAGEMENT5+ years Filed as: GAMCO Service code 28 · EIN 13-4044521 | Investment Management | $361,923 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $254,642 |
LSV ASSET MANAGEMENT5+ years Filed as: LSV INTL VALUE EQUITY Service code 28 · EIN 20-0726879 | Investment Management | $229,486 |
Service code 27 | Advisory (Plan) | $151,119 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $140,076 |
O'DONOGHUE & O'DONOGHUE5+ years Service code 29 · EIN 53-0120528 | Legal | $128,458 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $98,915 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET Service code 28 · EIN 20-4712392 | Investment Management | $84,480 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | -2.40% | 6.82%-9.2pp | 8.01%-10.4pp | 12.86%-15.3pp |
| Employer contribution / active EE | $14,118 | $12,695+11.2% | $29,476-52.1% | $13,687+3.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |