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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $400,297 |
WINSLOW CAPITAL MANAGEMENT4+ years Service code 28 4720 IDS TOWER, 80 SOUTH EIGTH STRE · MINNEAPOLIS, MN 55402 | Investment Management | $287,166 |
MANNING & NAPIER4+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995763 | Investment Management | $245,221 |
Service code 49 · EIN 16-0766976 | Other Services | $141,425 |
Filed as: KARPUS INVESTMENT MGMT Service code 28 · EIN 16-1290558 | Investment Management | $132,476 |
RIDGEWORTH2 years Filed as: KAYNE ANDERSON CAPITAL ADVISORS Service code 28 1800 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Investment Management | $132,476 |
Filed as: JP MORGAN Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $111,488 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $56,850 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 100 MERIDIAN CENTRE BLVD, SUITE 100 · ROCHESTER, NY 14618 | Actuarial | $52,130 |
BONADIO & CO., LLP4+ years Service code 10 · EIN 16-1131146 | Accounting | $28,431 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -1.13% | -1.12%0pp | -2.18%+1.1pp | 0.19%-1.3pp |
| Employer contribution / active EE | $23,277 | $12,052+93.1% | $38,751-39.9% | $13,763+69.1% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |