| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 53-0220586 | Plan Administrator | $850,864 |
BELL ASSET MANAGEMENT LIMITED6+ years Service code 51 · EIN 04-3412674 | Investment Mgmt Fees | $589,861 |
JOHNSTON ASSET MANAGEMENT5 years Filed as: HARDMAN JOHNSTON Service code 28 · EIN 13-3257590 ONE LANDMARK SQUARE, 20TH FLOOR · STAMFORD, CT 06901 | Investment Management | $444,415 |
FULLER & THALER ASSET MANAGEMENT6+ years Service code 27 · EIN 94-3176968 | Advisory (Plan) | $343,787 |
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123114 | Investment Management | $333,868 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $332,976 |
ENTRUST PARTNERS OFFSHORE LP6+ years Filed as: ENTRUST PARTNERS LLC Service code 52 · EIN 46-4544969 | Indirect Investment Fees | $293,533 |
BOSTON TRUST WALDEN COMPANY6+ years Filed as: BOSTON TRUST & INVESTMENT MANAGEMEN Service code 19 · EIN 04-2273811 | Securities Custodian | $243,307 |
LOOMIS SAYLES5 years Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $240,605 |
LORD ABBETT6+ years Filed as: LORD ABBETT & CO Service code 51 · EIN 13-5620131 | Investment Mgmt Fees | $233,012 |
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 | -1.28% | 23.41%-24.7pp | 0.46%-1.7pp | 23.41%-24.7pp |
| Employer contribution / active EE | $20,105 | $12,650+58.9% | $35,480-43.3% | $12,650+58.9% |
| Participant deferral / active EE | $3,157 | $1,474+114.2% | $231+1267.0% | $1,474+114.2% |
| Admin fee / account holder | $0 | $14,884-100.0% | $29,938-100.0% | $14,884-100.0% |