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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $201,282 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 14 · EIN 95-1687665 | Plan Administrator | $42,989 |
CURTIS BLAKELY & CO.4+ years Filed as: CURTIS, MALLET Service code 31 · EIN 13-5018900 | Named fiduciary | $11,569 |
COHEN & STEERS2 years Filed as: COHEN & STEERS - LARGE CAP VALUE Service code 28 · EIN 71-0415188 | Investment Management | $11,232 |
GRANT THORNTON LLP4+ years Filed as: GRANT THORNTON Service code 21 · EIN 36-6055558 | Bank Trustee | $11,043 |
PIMCO FUNDS2 years Filed as: ALLIANZ PIMCO Service code 27 1633 BROADWAY · NY, NY 10019 | Advisory (Plan) | $5,579 |
PGIM INVESTMENTS3 years Filed as: JENNISON ASSOCIATES - MCG Service code 28 JENNISON ASSOCIATES LLC · NEW YORK, NY 10017 | Investment Management | $5,253 |
ROBECO INVESTMENT MANAGEMENT3 years Filed as: ROBECO WPG MID CAP VALUE Service code 28 BOSTON PARTNERS GLOBAL INVESTORS · NEW YORK, NY 10022 | Investment Management | $5,203 |
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Annual investment return 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 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 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 2.32% | 12.80%-10.5pp | 29.77%-27.4pp | 13.59%-11.3pp |
| Employer contribution / active EE | $51,414 | $11,862+333.4% | $33,607+53.0% | $14,592+252.4% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |