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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $305,920 |
Service code 28 · EIN 91-1042342 | Investment Management | $230,318 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $198,570 |
BENESYS, INC.2 years Service code 13 · EIN 38-2383171 | Contract Administrator | $84,266 |
RAEL & LETSON3+ years Service code 11 · EIN 94-1701048 | Actuarial | $78,993 |
Service code 28 300 FRANK W. BURR BLVD., 7TH FLOOR · TEANECK, NJ 07666 | Investment Management | $64,729 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $58,773 |
THE BANK OF NEW YORK MELLON3+ years Filed as: U.S. BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $57,222 |
VERUS3+ years Filed as: VERUS ADVISORY INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $53,000 |
Service code 29 · EIN 91-0889948 | Legal | $21,600 |
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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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 7.41% | 39.99%-32.6pp | 4.36%+3.1pp | 33.37%-26.0pp |
| Employer contribution / active EE | $12,211 | $11,066+10.3% | $27,383-55.4% | $11,253+8.5% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |