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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC1+ years Filed as: NEPC Service code 27 · EIN 04-2927339 | Advisory (Plan) | $62,500 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $49,800 |
REID & RIEGE, P.C.1+ years Filed as: REID & RIEGE, PC Service code 29 · EIN 06-0867204 | Legal | $44,790 |
LOOMIS SAYLES1+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $31,069 |
ALLIANZ GLOBAL INVESTORS1+ years Service code 51 · EIN 06-1349805 | Investment Mgmt Fees | $30,155 |
BMO HARRIS BANK NA1+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 51 · EIN 36-3673844 | Investment Mgmt Fees | $26,422 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 51 · EIN 25-1442864 | Investment Mgmt Fees | $25,831 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $18,466 |
Service code 10 · EIN 47-2517893 | Accounting | $14,589 |
STATE STREET GLOBAL ADVISORS1+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $10,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -8.46% | 0.06%-8.5pp | -0.81%-7.7pp | -0.60%-7.9pp |
| Employer contribution / active EE | $22,675 | $14,206+59.6% | $38,425-41.0% | $12,272+84.8% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |