| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION1+ years Service code 10 · EIN 41-0956552 | Accounting | $311,000 |
Service code 29 · EIN 26-1367865 | Legal | $308,727 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & CO., L.P. Service code 28 · EIN 04-3200030 | Investment Management | $269,612 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 25-6078093 | Investment Management | $214,734 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $189,945 |
BERRY & CO., CPA'S LTD1+ years Filed as: BERRY & CO., CPA'S, LTD Service code 10 · EIN 88-0400174 | Accounting | $181,444 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $166,201 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MGMT, INC. Service code 28 · EIN 51-0368279 | Investment Management | $159,621 |
OAKTREE CAPITAL MANAGEMENT, L.P.1+ years Filed as: OAKTREE CAPITAL MGMT, L.P. Service code 28 · EIN 26-0189082 | Investment Management | $155,226 |
FOUNDRY PARTNERS1+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $127,294 |
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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -1.02% | 1.36%-2.4pp | -1.61%+0.6pp | 1.67%-2.7pp |
| Employer contribution / active EE | $9,343 | $10,832-13.8% | $30,840-69.7% | $10,506-11.1% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |