| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEWTON INVESTMENT MANAGEMENT NORTH Service code 28 · EIN 86-1751460 | Investment Management | $1,157,686 |
Filed as: INSIGHT INVESTMENT Service code 28 · EIN 82-0983489 | Investment Management | $607,711 |
Filed as: RICHMOND CAPITAL MANAGEMENT, INC Service code 28 · EIN 54-1288566 | Investment Management | $474,068 |
AFSCME7+ years Service code 13 · EIN 53-0237781 | Contract Administrator | $324,913 |
MERCER5 years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $303,405 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $280,951 |
MERCER1 year Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $105,032 |
RHUMBLINE ADVISORS6 years Service code 28 · EIN 04-3118582 | Investment Management | $68,029 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $56,180 |
STATE STREET GLOBAL ADVISORS7+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $51,547 |
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 | $444,552-100.0% | $151,098-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 16.3%-16.3pp | 3.7%-3.7pp |
| Annual return | 11.44% | 15.63%-4.2pp | 11.31%+0.1pp | 15.63%-4.2pp |
| Employer contribution / active EE | $16,245 | $11,476+41.6% | $35,729-54.5% | $11,476+41.6% |
| Participant deferral / active EE | $6,120 | $1,127+443.0% | $237+2486.2% | $1,127+443.0% |
| Admin fee / account holder | $0 | $429-100.0% | $20,124-100.0% | $429-100.0% |