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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS8 years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $215,685 |
Filed as: OAKTREE CAPITAL MANAGEMENT LP Service code 28 · EIN 26-0189082 | Investment Management | $208,014 |
BENESYS, INC.3 years Service code 13 · EIN 38-2383171 | Contract Administrator | $176,059 |
BOSTON PARTNERS9 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $173,006 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 20-8080381 | Investment Management | $116,655 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $84,000 |
RAE GROUP LLC2 years Service code 11 · EIN 83-4646394 | Actuarial | $75,761 |
MOONEY, GREEN, SAINDON, MURPHY & WE10+ years Service code 29 · EIN 52-1958229 | Legal | $57,511 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $57,149 |
NEWTOWER TRUST COMPANY10+ years Service code 21 · EIN 30-0872552 | Bank Trustee | $42,433 |
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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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 10.63% | 10.20%+0.4pp | 26.13%-15.5pp | 10.20%+0.4pp |
| Employer contribution / active EE | $38,137 | $15,145+151.8% | $28,248+35.0% | $15,145+151.8% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $101-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |