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| Provider | Service type | Compensation |
|---|---|---|
FOUNDRY PARTNERS5 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $152,303 |
THE SEGAL COMPANY10+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-1835864 | Advisory (Plan) | $147,688 |
WELLINGTON TRUST COMPANY7 years Service code 28 · EIN 04-2755549 | Investment Management | $136,085 |
FISHER INVESTMENTS10+ years Service code 28 · EIN 94-3029777 | Investment Management | $93,560 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $88,753 |
O'DONOGHUE & O'DONOGHUE2 years Service code 29 · EIN 53-0120528 | Legal | $87,502 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $56,199 |
ULLICO4 years Filed as: ULLICO INFRASTRUCTURE Service code 28 · EIN 90-0622302 | Investment Management | $47,883 |
ULLICO4 years Filed as: ULLICO J Service code 28 · EIN 13-1423090 | Investment Management | $45,848 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS Service code 28 · EIN 52-1296988 | Investment Management | $37,701 |
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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 | $33,520-100.0% | $342,274-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 2.1%-2.1pp |
| Annual return | 8.76% | 8.01%+0.7pp | 8.34%+0.4pp | 7.65%+1.1pp |
| Employer contribution / active EE | $44,655 | $20,177+121.3% | $30,790+45.0% | $20,582+117.0% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $252-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $47,069-100.0% | $193-100.0% |