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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $116,365 |
NATIONAL INVESTMENT SERVICES8+ years Service code 28 · EIN 84-3937993 | Investment Management | $109,330 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 20-8080381 | Investment Management | $99,963 |
PANAGORA ASSET MANAGEMENT8+ years Service code 28 · EIN 04-3063840 | Investment Management | $97,414 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $61,393 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $54,195 |
SCHULTHEIS & PANETTIERI, LLP8+ years Service code 10 · EIN 13-1577780 | Accounting | $48,000 |
INTECH INVESTMENT MANAGEMENT LLC8+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $45,903 |
Service code 29 · EIN 26-0873462 | Legal | $28,730 |
Service code 10 · EIN 13-3774222 | Accounting | $5,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,110 | $76,774+78.6% | $112,270+22.1% | $77,906+76.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -7.49% | -10.25%+2.8pp | 27.49%-35.0pp | 12.16%-19.6pp |
| Employer contribution / active EE | $5,224 | $3,977+31.4% | $3,635+43.7% | $2,846+83.5% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $415 | $239+73.8% | $6,411-93.5% | $133+213.2% |