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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 26 · EIN 94-1687665 125 DUPONT DRIVE · PROVIDENCE, RI 02907 | Advisory (Participants) | $79,222 |
COLUMBIA2+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT SERV Service code 28 PO BOX 8081 · BOSTON, MA 022668081 | Investment Management | $37,818 |
Filed as: MFS SERVICE CENTER Service code 28 P.O. BOX 55824 · BOSTON, MA 022055824 | Investment Management | $10,955 |
LOOMIS SAYLES1 year Filed as: LOOMIS Service code 28 P.O. BOX 219594 · KANSAS CITY, MO 641219594 | Investment Management | $10,820 |
AON CONSULTING2+ years Filed as: AON HEWITT CONSULTING Service code 11 · EIN 22-2232264 2250 RIVERWOOD PARKWAY · ATLANTA, GA 30339 | Actuarial | $8,468 |
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Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 7.98% | 11.14%-3.2pp | 16.78%-8.8pp | 10.41%-2.4pp |
| Employer contribution / active EE | $6,714 | $14,043-52.2% | $26,328-74.5% | $14,691-54.3% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |