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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GRANTHAM, MAYO, VANOTTERLOO & CO Service code 28 · EIN 02-0648221 | Investment Management | $1,890,473 |
PANAGORA ASSET MANAGEMENT3 years Filed as: PANAGORA Service code 51 · EIN 04-3063840 | Investment Mgmt Fees | $624,030 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $529,577 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $439,404 |
Service code 28 · EIN 41-2281782 | Investment Management | $361,696 |
THE SEGAL COMPANY4+ years Filed as: NIGRO KARLIN SEGAL & FELDSTEIN LLP Service code 10 · EIN 95-3632775 | Accounting | $355,060 |
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $348,735 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Service code 28 · EIN 95-2705767 | Investment Management | $278,329 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $262,757 |
VENUTI & ASSOCIATES4+ years Service code 11 · EIN 04-3721424 | Actuarial | $252,144 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -5.11% | -1.92%-3.2pp | -2.18%-2.9pp | 73.13%-78.2pp |
| Employer contribution / active EE | $13,428 | $10,821+24.1% | $38,751-65.3% | $8,421+59.5% |
| Participant deferral / active EE | $0 | $182-100.0% | $151-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | - |