| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION2+ years Service code 10 · EIN 41-0956552 | Accounting | $312,000 |
Filed as: BNY MELLON INVESTMENT MGMT CAYMAN Service code 28 | Investment Management | $233,331 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Filed as: ABERDEEN ASSET MGMT, INC. Service code 28 · EIN 51-0368279 | Investment Management | $204,142 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & CO., LP Service code 28 · EIN 04-3200030 | Investment Management | $199,825 |
Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $176,121 |
BERRY & CO., CPA'S LTD2+ years Filed as: BERRY & CO., CPA'S, LTD Service code 10 · EIN 88-0400174 | Accounting | $160,829 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP, INC Service code 17 · EIN 36-3555078 | Pension Consulting | $151,398 |
FOUNDRY PARTNERS2+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $147,378 |
CHEIRON2+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $146,867 |
Service code 29 · EIN 26-1367865 | Legal | $136,473 |
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 6.51% | 3.63%+2.9pp | 4.16%+2.3pp | 9.19%-2.7pp |
| Employer contribution / active EE | $16,799 | $11,363+47.8% | $29,966-43.9% | $12,608+33.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |