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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 26 · EIN 94-1687665 125 DUPONT DRIVE · PROVIDENCE, RI 02907 | Advisory (Participants) | $82,488 |
AON CONSULTING3+ years Filed as: AON HEWITT CONSULTING Service code 11 · EIN 22-2232264 2250 RIVERWOOD PARKWAY · ATLANTA, GA 30339 | Actuarial | $44,680 |
COLUMBIA3+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT SERV Service code 28 PO BOX 8081 · BOSTON, MA 022668081 | Investment Management | $36,832 |
LOOMIS SAYLES2 years Filed as: LOOMIS Service code 28 P.O. BOX 219594 · KANSAS CITY, MO 641219594 | Investment Management | $8,291 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS SERVICE CENTER Service code 28 P.O. BOX 55824 · BOSTON, MA 022055824 | Investment Management | $8,205 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | 6.23% | -2.83%+9.1pp | 12.68%-6.4pp | 10.56%-4.3pp |
| Employer contribution / active EE | $0 | $11,770-100.0% | $22,860-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |