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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $180,432 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 14 · EIN 95-1687665 | Plan Administrator | $48,256 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON Service code 21 · EIN 36-6055558 | Bank Trustee | $14,000 |
CURTIS BLAKELY & CO.3+ years Filed as: CURTIS, MALLET Service code 31 · EIN 13-5018900 | Named fiduciary | $13,324 |
PIMCO FUNDS1 year Filed as: ALLIANZ PIMCO Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $6,602 |
COHEN & STEERS1 year Filed as: COHEN & STEERS - LARGE CAP VALUE Service code 28 · EIN 71-0415188 | Investment Management | $6,098 |
PGIM INVESTMENTS2 years Filed as: JENNISON ASSOCIATES - MCG Service code 28 JENNISON ASSOCIATES LLC · NEW YORK, NY 10017 | Investment Management | $5,973 |
ROBECO INVESTMENT MANAGEMENT2 years Filed as: ROBECO WPG MID CAP VALUE Service code 28 BOSTON PARTNERS GLOBAL INVESTORS · NEW YORK, NY 10022 | Investment Management | $5,961 |
EATON VANCE3+ years Filed as: EATON VANCE LARGE CAP Service code 27 400 COMPUTER DR · WESTBOROUGH, MA 01581 | Advisory (Plan) | $5,025 |
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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 | $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 | 6.26% | -2.83%+9.1pp | 12.68%-6.4pp | 10.56%-4.3pp |
| Employer contribution / active EE | $46,871 | $11,770+298.2% | $22,860+105.0% | $13,643+243.6% |
| 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% |