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| Provider | Service type | Compensation |
|---|---|---|
PANAGORA ASSET MANAGEMENT4+ years Service code 28 · EIN 04-3063840 | Investment Management | $101,348 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $68,272 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 13 · EIN 22-1211670 | Contract Administrator | $64,161 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY TRUST INT'L OF THE SOUTH Service code 21 · EIN 65-0080824 | Bank Trustee | $58,809 |
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $56,900 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $53,773 |
Service code 29 · EIN 26-0873462 | Legal | $51,800 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $50,358 |
Service code 11 · EIN 31-1582098 | Actuarial | $48,000 |
BMO HARRIS BANK NA3 years Filed as: BMO ASSET MANAGEMENT CORP. Service code 27 · EIN 36-3673844 | Advisory (Plan) | $42,537 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -3.08% | -0.94%-2.1pp | -2.18%-0.9pp | 33.37%-36.4pp |
| Employer contribution / active EE | $8,411 | $12,464-32.5% | $38,751-78.3% | $11,253-25.3% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |