| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS1+ years Filed as: BOSTON COMPANY ASSET MANAGEMENT,LLC Service code 28 · EIN 04-3404987 | Investment Management | $645,375 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON ASSET MGMT, LLC Service code 28 · EIN 25-1890416 | Investment Management | $532,952 |
RICHMOND CAPITAL MANAGEMENT1+ years Service code 28 · EIN 54-1288566 | Investment Management | $429,758 |
MERCER1+ years Filed as: WILLIAM M. MERCER, INC. Service code 11 · EIN 13-2834414 | Actuarial | $340,290 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $286,495 |
AFSCME1+ years Service code 13 · EIN 53-0237781 | Contract Administrator | $239,386 |
PZENA INVESTMENT MANAGEMENT1+ years Filed as: PZENA INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 13-3860154 | Investment Management | $108,445 |
WINSLOW CAPITAL MANAGEMENT1+ years Filed as: WINSLOW CAPITAL MANAGEMENT, LLC Service code 28 · EIN 90-0860898 | Investment Management | $99,588 |
CHANNING CAPITAL MANAGEMENT LLC1+ years Filed as: CHANNING CAPITAL MANAGEMENT, LLC Service code 21 · EIN 20-0626809 | Bank Trustee | $80,902 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $68,632 |
Participant 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 | $14,096,330-100.0% | $108,235-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.0%0pp |
| Annual return | -1.95% | 1.67%-3.6pp | -1.08%-0.9pp | 1.67%-3.6pp |
| Employer contribution / active EE | $18,640 | $10,506+77.4% | $35,779-47.9% | $10,506+77.4% |
| Participant deferral / active EE | $4,744 | $1,562+203.8% | $238+1890.8% | $1,562+203.8% |
| Admin fee / account holder | $0 | $66,276-100.0% | $13,449-100.0% | $66,276-100.0% |