| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION3+ years Service code 10 · EIN 41-0956552 | Accounting | $312,000 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & CO., LP Service code 28 · EIN 04-3200030 | Investment Management | $242,184 |
FOUNDRY PARTNERS3+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $227,001 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INVESTMENT MGMT CAYMAN Service code 28 | Investment Management | $207,338 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $207,024 |
Filed as: ABERDEEN ASSET MGMT, INC Service code 28 · EIN 51-0368279 | Investment Management | $198,003 |
Service code 29 · EIN 26-1367865 | Legal | $195,123 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $175,879 |
BERRY & CO., CPA'S LTD3+ years Filed as: BERRY & CO., CPA'S, LTD Service code 10 · EIN 88-0400174 | Accounting | $162,579 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $154,826 |
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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 15.15% | 12.33%+2.8pp | 8.32%+6.8pp | 17.84%-2.7pp |
| Employer contribution / active EE | $20,504 | $11,641+76.1% | $30,793-33.4% | $14,688+39.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |