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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT4+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $106,376 |
BOLTON PARTNERS, INC.4+ years Filed as: BOLTON PARTNERS, LLC Service code 11 · EIN 52-1231144 | Actuarial | $57,662 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $52,987 |
LSV ASSET MANAGEMENT4+ years Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $40,982 |
REYNOLDS CONSULTING SERVICES4+ years Filed as: REYNOLDS SECURITIES, LTD. Service code 27 · EIN 20-1899564 | Advisory (Plan) | $30,000 |
WILMINGTON TRUST2 years Service code 19 · EIN 16-0538020 | Securities Custodian | $29,352 |
INVESCO3 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $26,127 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES AND COMPANY, L.P. Service code 51 · EIN 82-0542784 | Investment Mgmt Fees | $18,806 |
WEYRICH, CRONIN & SORRA, LLC2 years Service code 10 · EIN 81-4643077 | Accounting | $14,112 |
ABATO, RUBENSTEIN & ABATO2 years Filed as: ABATO, RUBENSTEIN AND ABATO, P.A. Service code 29 · EIN 52-0904713 | Legal | $12,625 |
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Employer contribution per participant 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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -3.87% | -1.12%-2.8pp | -2.18%-1.7pp | 0.19%-4.1pp |
| Employer contribution / active EE | $4,846 | $12,052-59.8% | $38,751-87.5% | $13,763-64.8% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |