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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $212,702 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 14 · EIN 95-1687665 | Plan Administrator | $88,085 |
PIMCO FUNDS4 years Filed as: ALLIANZ PIMCO Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $85,810 |
CURTIS BLAKELY & CO.2 years Filed as: CURTIS,MALLET Service code 31 · EIN 13-5018900 | Named fiduciary | $59,286 |
COLUMBIA2 years Filed as: COLUMBIA DIVIDEND INCOME Service code 28 · EIN 41-1533211 | Investment Management | $33,356 |
PGIM INVESTMENTS5 years Filed as: JENNISON ASSOCIATES - MCG Service code 28 JENNISON ASSOCIATES LLC · NEW YORK, NY 10017 | Investment Management | $9,112 |
GRANT THORNTON LLP6+ years Filed as: GRANT THORNTON Service code 21 · EIN 36-6055558 | Bank Trustee | $8,000 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS SPECIAL US SCV Service code 28 · EIN 94-1347393 | Investment Management | $7,406 |
EAGLE SMALL CAP GROWTH2 years Service code 28 · EIN 82-5146383 | Investment Management | $5,694 |
ROBECO INVESTMENT MANAGEMENT5 years Filed as: ROBECO WPG MID CAP VALUE Service code 28 BOSTON PARTNERS GLOBAL INVESTORS · NEW YORK, NY 10022 | Investment Management | $5,459 |
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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 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 23.8%-23.8pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 27.98% | 4.93%+23.1pp | 7.32%+20.7pp | 9.30%+18.7pp |
| Employer contribution / active EE | $0 | $32,616-100.0% | $23,426-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |