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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $91,351 |
Service code 13 · EIN 01-0233346 | Contract Administrator | $56,918 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $48,553 |
ACADIAN ASSET MANAGEMENT LLC3 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $25,531 |
BOSTON PARTNERS3 years Service code 28 · EIN 98-0202744 | Investment Management | $24,557 |
MONDRIAN INVESTMENT GROUP3 years Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 · EIN 56-2475915 | Investment Management | $23,322 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $16,112 |
Service code 28 100 NORTHFIELD DRIVE · WINDSOR, CT 06905 | Investment Management | $13,708 |
WESTFIELD CAPITAL MANAGEMENT3 years Service code 28 · EIN 80-0175963 | Investment Management | $10,630 |
Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 28 1735 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $9,830 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 7.28% | 12.96%-5.7pp | 20.73%-13.4pp | 16.32%-9.0pp |
| Employer contribution / active EE | $42,609 | $12,913+230.0% | $36,503+16.7% | $17,007+150.5% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |