| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEWTON INVESTMENT MANAGEMENT NORTH Service code 28 · EIN 81-2114065 | Investment Management | $1,044,117 |
INSIGHT NORTH AMERICA LLC2 years Filed as: INSIGHT INVESTMENT Service code 28 · EIN 82-0983489 | Investment Management | $537,064 |
RICHMOND CAPITAL MANAGEMENT2 years Filed as: RICHMOND CAPITAL MANAGEMENT, INC Service code 28 · EIN 54-1288566 | Investment Management | $432,311 |
AFSCME8+ years Service code 13 · EIN 53-0237781 | Contract Administrator | $401,851 |
MERCER1 year Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 | Actuarial | $362,760 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $254,301 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $108,183 |
WITHUMSMITH+BROWN, PC5 years Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $73,658 |
RHUMBLINE ADVISORS7 years Service code 28 · EIN 04-3118582 | Investment Management | $63,982 |
STATE STREET GLOBAL ADVISORS8+ years Service code 28 · EIN 81-4017137 | Investment Management | $43,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $2,456,633-100.0% | $748,470-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 21.7%-21.7pp | 1.5%-1.5pp |
| Annual return | -13.64% | 23.41%-37.1pp | 0.46%-14.1pp | 23.41%-37.1pp |
| Employer contribution / active EE | $19,227 | $12,650+52.0% | $35,480-45.8% | $12,650+52.0% |
| Participant deferral / active EE | $6,017 | $1,474+308.2% | $231+2505.5% | $1,474+308.2% |
| Admin fee / account holder | $0 | $14,884-100.0% | $29,938-100.0% | $14,884-100.0% |