| Provider | Service type | Compensation |
|---|---|---|
Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $361,857 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES & CO., LP Service code 28 · EIN 04-3200030 | Investment Management | $326,280 |
WILSON-MCSHANE CORPORATION6+ years Service code 10 · EIN 41-0956552 | Accounting | $311,500 |
BERRY & CO., CPA'S LTD6+ years Filed as: BERRY & CO., CPA'S, LTD Service code 10 · EIN 88-0400174 | Accounting | $248,559 |
Service code 29 · EIN 26-1367865 | Legal | $232,229 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $208,529 |
BERNZOTT CAPITAL ADVISORS6+ years Service code 28 · EIN 77-0464710 | Investment Management | $191,478 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON INVSTMNT MGMT CAYMAN LTD Service code 28 | Investment Management | $189,647 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $168,402 |
FOUNDRY PARTNERS6+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $146,297 |
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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 14.13% | 6.82%+7.3pp | 8.01%+6.1pp | 12.86%+1.3pp |
| Employer contribution / active EE | $24,050 | $12,695+89.4% | $29,476-18.4% | $13,687+75.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |