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| Provider | Service type | Compensation |
|---|---|---|
MFS INVESTMENT MANAGEMENT6+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $485,664 |
Filed as: J.P. MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $455,091 |
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $427,500 |
THE SEGAL COMPANY1 year Filed as: NIGRO KARLIN SEGAL FELDSTEIN & BOLN Service code 10 · EIN 95-3632775 | Accounting | $369,067 |
Filed as: GRANTHAM, MAYO, VANOTTERLOO & CO Service code 28 · EIN 02-0648221 | Investment Management | $365,253 |
BLACKROCK3 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $363,488 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $358,822 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Service code 28 · EIN 52-1200960 | Investment Management | $338,886 |
VENUTI & ASSOCIATES6+ years Service code 11 · EIN 04-3721424 | Actuarial | $257,187 |
SEYFARTH SHAW LLP6+ years Service code 29 · EIN 36-2152202 | Legal | $244,837 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 11.72% | 5230.06%-5218.3pp | 9.52%+2.2pp | 5230.06%-5218.3pp |
| Employer contribution / active EE | $15,527 | $10,491+48.0% | $41,951-63.0% | $10,491+48.0% |
| Participant deferral / active EE | $0 | $460-100.0% | $18-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |