| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES & CO., LP Service code 28 · EIN 04-3200030 | Investment Management | $412,765 |
Service code 29 · EIN 26-1367865 | Legal | $381,802 |
Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $365,000 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $340,145 |
Filed as: WILSON MCSHANE CORPORATION Service code 10 · EIN 41-0956552 | Accounting | $323,000 |
GOLDMAN SACHS6 years Filed as: KPS CAPITAL PARTNERS, LP Service code 28 · EIN 98-1087395 | Investment Management | $319,507 |
GOLDMAN SACHS7+ years Filed as: BLUE WOLF CAPITAL PARTNERS Service code 28 ONE LIBERTY PLAZA · NEW YORK, NY 10006 | Investment Management | $308,301 |
FOUNDRY PARTNERS7+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $306,313 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON INVSTMNT MGMT CAYMAN LTD Service code 28 | Investment Management | $246,761 |
BERRY & CO., CPA'S LTD7+ years Filed as: BERRY & CO., CPA'S, LTD Service code 10 · EIN 88-0400174 | Accounting | $218,110 |
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 13.30% | 19.37%-6.1pp | 11.08%+2.2pp | 15.63%-2.3pp |
| Employer contribution / active EE | $23,253 | $13,107+77.4% | $28,418-18.2% | $11,476+102.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |