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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $96,200 |
NATIONAL INVESTMENT SERVICES2 years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 80-0169636 | Investment Management | $85,011 |
PANAGORA ASSET MANAGEMENT3+ years Service code 28 · EIN 04-3063840 | Investment Management | $80,189 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY TRUST INT'L OF THE SOUTH Service code 21 · EIN 65-0080824 | Bank Trustee | $77,339 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $59,255 |
BMO HARRIS BANK NA2 years Filed as: BMO ASSET MANAGEMENT CORP. Service code 27 · EIN 36-3673844 | Advisory (Plan) | $52,301 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $46,446 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $43,600 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $43,189 |
COLUMBUS CIRCLE INVESTORS3+ years Service code 28 · EIN 06-1404803 | Investment Management | $35,618 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,514 | $89,274+49.6% | $149,721-10.8% | $77,958+71.3% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 8.52% | 20.36%-11.8pp | 1501.67%-1493.2pp | 20.87%-12.4pp |
| Employer contribution / active EE | $4,719 | $3,727+26.6% | $5,444-13.3% | $2,310+104.2% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $427 | $240+78.0% | $11,282-96.2% | $97+338.4% |