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| Provider | Service type | Compensation |
|---|---|---|
PANAGORA ASSET MANAGEMENT9+ years Service code 28 · EIN 04-3063840 | Investment Management | $114,012 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $104,424 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 13 · EIN 22-1211670 | Contract Administrator | $79,146 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 20-8080381 | Investment Management | $65,492 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 | Investment Management | $57,846 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS LLC Service code 28 · EIN 52-6435649 | Investment Management | $53,754 |
Service code 11 · EIN 31-1582098 | Actuarial | $50,200 |
INTECH INVESTMENT MANAGEMENT LLC9+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $46,630 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $43,695 |
SCHULTHEIS & PANETTIERI, LLP9+ years Service code 10 · EIN 13-1577780 | Accounting | $41,000 |
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Employer contribution per participant 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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 9.90% | 7.95%+1.9pp | 20.18%-10.3pp | 9.11%+0.8pp |
| Employer contribution / active EE | $9,439 | $14,684-35.7% | $29,108-67.6% | $12,231-22.8% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |