| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 26-1367865 | Legal | $505,058 |
LOOMIS SAYLES8 years Filed as: LOOMIS SAYLES & CO., LP Service code 28 · EIN 04-3200030 | Investment Management | $398,814 |
Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $365,000 |
WILSON-MCSHANE CORPORATION3 years Filed as: WILSON MCSHANE CORPORATION Service code 10 · EIN 41-0956552 | Accounting | $347,900 |
GOLDMAN SACHS8 years Filed as: KPS CAPITAL PARTNERS, LP Service code 28 · EIN 98-1087395 | Investment Management | $297,184 |
FOUNDRY PARTNERS9+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $281,212 |
Filed as: BNY MELLON INVESTMENT ADVISER, INC Service code 28 · EIN 13-5673135 | Investment Management | $248,282 |
CHEIRON6 years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $240,068 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 34-1805154 | Investment Management | $217,184 |
BERRY & CO., CPA'S LTD9+ years Filed as: BERRY & CO., CPA'S, LTD Service code 10 · EIN 88-0400174 | Accounting | $202,293 |
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 10.14% | 7.95%+2.2pp | 20.18%-10.0pp | 9.11%+1.0pp |
| Employer contribution / active EE | $25,029 | $14,684+70.5% | $29,108-14.0% | $12,231+104.6% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |