| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS3 years Filed as: BOSTON COMPANY ASSET MANAGEMENT, LL Service code 28 · EIN 04-3404987 | Investment Management | $686,052 |
THE BANK OF NEW YORK MELLON4+ years Filed as: STANDISH MELLON ASSET MGMT, LLC Service code 28 · EIN 25-1890416 | Investment Management | $670,399 |
RICHMOND CAPITAL MANAGEMENT4+ years Service code 28 · EIN 54-1288566 | Investment Management | $510,943 |
MERCER1 year Filed as: MERCER (US) INC Service code 11 · EIN 13-2834414 | Actuarial | $441,200 |
AFSCME4+ years Service code 13 · EIN 53-0237781 | Contract Administrator | $281,115 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $252,911 |
MERCER3 years Filed as: MERCER INVESTMENT CONSULTING, INC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $96,120 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $47,226 |
RHUMBLINE ADVISORS1 year Filed as: RUMBLINE ADVISORS Service code 28 · EIN 04-3118582 | Investment Management | $41,704 |
STATE STREET GLOBAL ADVISORS4+ years Service code 28 · EIN 04-1867445 | Investment Management | $38,617 |
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 | $21,578,776-100.0% | $145,218-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | -5.01% | -1.27%-3.7pp | -0.67%-4.3pp | 33.37%-38.4pp |
| Employer contribution / active EE | $12,660 | $12,021+5.3% | $31,731-60.1% | $11,253+12.5% |
| Participant deferral / active EE | $5,519 | $2,907+89.8% | $473+1066.0% | $819+574.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $28,383-100.0% | $99,113-100.0% |