Filed August 3, 2022 (most recent of 2 filings on file)
Total covered: 2,748 employees
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Filed as: MELLON CAPITAL Service code 28 · EIN 25-6078093 | Investment Management | $1,276,444 |
WEDGE CAPITAL MANAGEMENT5+ years Service code 28 · EIN 56-1557450 | Investment Management | $735,642 |
WELLS FARGO BANK, N.A.5+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC Service code 28 · EIN 41-1813702 | Investment Management | $702,292 |
ARROWMARK PARTNERS2 years Service code 28 100 FILLMORE STREET · DENVER, CO 80206 | Investment Management | $702,271 |
PGIM INVESTMENTS5+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 22-2540245 | Investment Management | $566,003 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $564,414 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK, NA Service code 18 · EIN 13-4994650 | Other investment fees and expenses; F... | $530,883 |
BOSTON PARTNERS5+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 · EIN 98-0202744 | Investment Management | $441,767 |
PINNACLE ASSOCIATES LTD5+ years Filed as: PINNACLE ASSOCIATES Service code 28 · EIN 13-3220717 | Investment Management | $400,118 |
SOUND SHORE3 years Filed as: SOUND SHORE MANAGEMENT, INC. Service code 28 8 SOUND SHORE DRIVE · GREENWICH, CT 06830 | Investment Management | $386,248 |
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 | $226,285 | $89,609+152.5% | $105,387+114.7% | $89,609+152.5% |
| Participation rate | 97.3% | 69.6%+27.7pp | 82.6%+14.7pp | 69.6%+27.7pp |
| Annual return | 20.79% | 33.65%-12.9pp | 26.82%-6.0pp | 33.65%-12.9pp |
| Employer contribution / active EE | $4,240 | $2,584+64.1% | $4,213+0.6% | $2,584+64.1% |
| Participant deferral / active EE | $9,825 | $4,222+132.7% | $5,502+78.6% | $4,222+132.7% |
| Admin fee / account holder | $324 | $72+352.9% | $6,559-95.1% | $72+352.9% |