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| Provider | Service type | Compensation |
|---|---|---|
SCHRODER INVESTMENT MANAGEMENT3+ years Service code 28 · EIN 13-4064414 | Investment Management | $942,840 |
ARROWSTREET CAPITAL3+ years Filed as: ARROWSTREET CAPITAL LIMITED PARTNER Service code 28 · EIN 04-3472863 | Investment Management | $801,524 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0618452 | Investment Management | $667,957 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 28 · EIN 22-2540245 | Investment Management | $494,529 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $469,870 |
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $393,839 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 21 · EIN 95-3571558 | Bank Trustee | $379,542 |
KRAW LAW GROUP2 years Service code 29 · EIN 32-0465891 | Legal | $356,665 |
BOSTON PARTNERS3+ years Filed as: THE BOSTON COMPANY ASSET MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $350,940 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $346,589 |
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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 | $245,396-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 7.60% | 73.13%-65.5pp | -752.26%+759.9pp | 73.13%-65.5pp |
| Employer contribution / active EE | $22,309 | $8,421+164.9% | $31,802-29.9% | $8,421+164.9% |
| Participant deferral / active EE | $0 | $293-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | - |