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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683227 75 STATE STREET · BOSTON, MA 02109 | Investment Management | $286,826 |
INDURE FUND3+ years Service code 28 900 TH ST NW · WASHINGTON, DC 20001 | Investment Management | $285,229 |
PANAGORA ASSET MANAGEMENT3+ years Service code 28 · EIN 04-3063840 470 ATLANTIC AVENUE, 8TH FLOOR · BOSTON, MA 02210 | Investment Management | $222,344 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $205,036 |
SOUTHERN SUN ASSET MANAGEMENT3+ years Service code 28 · EIN 27-2990431 | Investment Management | $184,659 |
Filed as: BARROW HANLEY MEWHINNEY, & STRAUSS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $155,598 |
UNITED ADMINISTRATIVE SERVICES3+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $152,218 |
MATRIX TRUST COMPANY3+ years Service code 28 · EIN 75-3182674 | Investment Management | $146,222 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $123,528 |
LOOMIS SAYLES2 years Service code 28 4 ORINDA WAY, SUITE 200-A · ORINDA, CA 94563 | Investment Management | $117,262 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 14.52% | 12.33%+2.2pp | 8.32%+6.2pp | 17.84%-3.3pp |
| Employer contribution / active EE | $20,402 | $11,641+75.3% | $30,793-33.7% | $14,688+38.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |