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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $213,696 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 14 · EIN 95-1687665 | Plan Administrator | $49,095 |
PIMCO FUNDS3 years Filed as: ALLIANZ PIMCO Service code 27 1633 BROADWAY · NY, NY 10019 | Advisory (Plan) | $12,364 |
COLUMBIA1 year Filed as: COLUMBIA DIVIDEND INCOME Service code 28 | Investment Management | $11,308 |
GRANT THORNTON LLP5+ years Filed as: GRANT THORNTON Service code 21 · EIN 36-6055558 | Bank Trustee | $11,043 |
CURTIS BLAKELY & CO.1 year Filed as: CURTIS,MALLET Service code 31 · EIN 13-5018900 | Named fiduciary | $10,923 |
PGIM INVESTMENTS4 years Filed as: JENNISON ASSOCIATES - MCG Service code 28 JENNISON ASSOCIATES LLC · NEW YORK, NY 10017 | Investment Management | $6,209 |
ROBECO INVESTMENT MANAGEMENT4 years Filed as: ROBECO WPG MID CAP VALUE Service code 28 BOSTON PARTNERS GLOBAL INVESTORS · NEW YORK, NV 10022 | Investment Management | $5,961 |
EAGLE SMALL CAP GROWTH1 year Service code 28 | Investment Management | $5,065 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS SPECIAL US SCV Service code 28 | Investment Management | $5,063 |
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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 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.0%-43.0pp |
| Annual return | -5.25% | -14.68%+9.4pp | -2.84%-2.4pp | 259.17%-264.4pp |
| Employer contribution / active EE | $737,548 | $47,728+1445.3% | $33,329+2112.9% | $41,471+1678.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |