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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES5 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $166,859 |
THE BANK OF NEW YORK MELLON9+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $59,355 |
WESTWOOD TRUST2 years Filed as: WESTWOOD GLOBAL INVESTMENTS, LLC Service code 27 · EIN 75-3094894 | Advisory (Plan) | $40,898 |
Filed as: PARAMETRIC PORTOFLIO Service code 27 · EIN 20-0292745 | Advisory (Plan) | $23,251 |
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Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $185,041-100.0% | $306,246-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 62.9%-62.9pp | 2.4%-2.4pp |
| Annual return | 12.17% | 10.25%+1.9pp | 35.16%-23.0pp | 22.81%-10.6pp |
| Employer contribution / active EE | $2,618 | $45,684-94.3% | $46,401-94.4% | $18,290-85.7% |
| Participant deferral / active EE | $0 | $180-100.0% | $72-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $28,548-100.0% | $4,448-100.0% | $85,222-100.0% |