| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 53-0220586 | Plan Administrator | $658,793 |
BELL ASSET MANAGEMENT LIMITED8+ years Service code 51 · EIN 04-3412674 | Investment Mgmt Fees | $574,448 |
JOHNSTON ASSET MANAGEMENT7 years Filed as: HARDMAN JOHNSTON Service code 28 · EIN 13-3257590 | Investment Management | $368,675 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $340,911 |
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 | Investment Management | $316,788 |
CHEIRON8+ years Filed as: CHEIRON INC. Service code 11 · EIN 13-4215617 | Actuarial | $248,653 |
BOSTON TRUST WALDEN COMPANY8+ years Filed as: BOSTON TRUST & INVESTMENT MANAGEMEN Service code 21 · EIN 04-2273811 | Bank Trustee | $247,621 |
LOOMIS SAYLES7 years Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $233,654 |
STERLING UNITED PROPERTIES8+ years Service code 28 · EIN 47-3143852 | Investment Management | $221,389 |
Service code 28 · EIN 04-2895544 | Investment Management | $214,033 |
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 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 6.40% | 9.30%-2.9pp | 8.34%-1.9pp | 9.30%-2.9pp |
| Employer contribution / active EE | $20,305 | $12,551+61.8% | $30,790-34.1% | $12,551+61.8% |
| Participant deferral / active EE | $3,420 | $2,867+19.3% | $252+1256.8% | $2,867+19.3% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |