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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MGMT Service code 28 · EIN 04-2683227 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $30,608 |
LOOMIS SAYLES5+ years Service code 28 · EIN 04-3200030 2001 PENNSYLVANIA AVENUE, NW · WASHINGTON, DC 20006 | Investment Management | $30,546 |
LSV ASSET MANAGEMENT5+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 155 N WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $26,385 |
INVESCO2 years Filed as: INVESCO MGMT Service code 28 P.O. BOX 219078 · KANSAS CITY, MO 64121 | Investment Management | $15,904 |
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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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 2.96% | 10.61%-7.6pp | 9.52%-6.6pp | 627.08%-624.1pp |
| Employer contribution / active EE | $22,762 | $21,392+6.4% | $41,951-45.7% | $18,824+20.9% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |