| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 53-0220586 | Plan Administrator | $797,788 |
BELL ASSET MANAGEMENT LIMITED7+ years Service code 51 · EIN 04-3412674 | Investment Mgmt Fees | $528,859 |
JOHNSTON ASSET MANAGEMENT6 years Filed as: HARDMAN JOHNSTON Service code 28 · EIN 13-3257590 ONE LANDMARK SQUARE, 20TH FLOOR · STAMFORD, CT 06901 | Investment Management | $351,861 |
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $349,638 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $336,526 |
SLEVIN & HART, P.C.7+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $281,741 |
CHEIRON7+ years Filed as: CHEIRON INC. Service code 11 · EIN 13-4215617 | Actuarial | $238,385 |
BOSTON TRUST WALDEN COMPANY7+ years Filed as: BOSTON TRUST & INVESTMENT MANAGEMEN Service code 19 · EIN 04-2273811 | Securities Custodian | $231,322 |
COMERICA BANK7+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $225,281 |
STERLING UNITED PROPERTIES7+ years Service code 28 · EIN 47-3143852 | Investment Management | $217,070 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $13,363-100.0% | $163,428-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 15.9%-15.9pp | 2.2%-2.2pp |
| Annual return | -1.59% | 9.11%-10.7pp | 9.36%-10.9pp | 9.11%-10.7pp |
| Employer contribution / active EE | $19,615 | $12,231+60.4% | $31,270-37.3% | $12,231+60.4% |
| Participant deferral / active EE | $3,238 | $1,272+154.6% | $263+1129.0% | $1,272+154.6% |
| Admin fee / account holder | $0 | $125-100.0% | $9,460-100.0% | $125-100.0% |