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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC2+ years Filed as: NEPC Service code 27 · EIN 04-2927339 | Advisory (Plan) | $62,500 |
REID & RIEGE, P.C.2+ years Filed as: REID & RIEGE, PC Service code 29 · EIN 06-0867204 | Legal | $59,363 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $57,258 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 51 · EIN 25-1442864 | Investment Mgmt Fees | $44,189 |
LOOMIS SAYLES2+ years Service code 51 | Investment Mgmt Fees | $31,376 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $28,454 |
Service code 10 · EIN 47-2517893 | Accounting | $27,321 |
PENN CAPITAL MANAGEMENT2+ years Filed as: PENN CAPITAL MANAGEMENT COMPANY INC Service code 51 NAVY YARD CORPORATE CENTER · PHILADELPHIA, PA 19112 | Investment Mgmt Fees | $24,944 |
BMO HARRIS BANK NA2+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 51 · EIN 36-3673844 | Investment Mgmt Fees | $19,741 |
ALLIANZ GLOBAL INVESTORS2+ years Service code 51 · EIN 06-1349805 | Investment Mgmt Fees | $19,228 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 4.96% | 5.13%-0.2pp | 4.74%+0.2pp | 7.18%-2.2pp |
| Employer contribution / active EE | $24,623 | $14,689+67.6% | $36,089-31.8% | $13,095+88.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |