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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $555,183 |
BLACKROCK2 years Service code 51 40 EAST 52ND STREET · NEW YORK, NY 10022 | Investment Mgmt Fees | $341,395 |
RSM US LLP8+ years Service code 10 · EIN 42-0714325 | Accounting | $57,250 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS Service code 51 · EIN 04-6551722 | Investment Mgmt Fees | $43,910 |
LOOMIS SAYLES1 year Filed as: LOOMS SAYLES Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $41,026 |
EARNEST PARTNERS, LLC2 years Filed as: EARNEST PARTNERS Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $34,026 |
BAIRD INSURANCE SERVICES INC2 years Filed as: BAIRD Service code 51 · EIN 39-2008435 | Investment Mgmt Fees | $31,335 |
ALLSPRING1 year Service code 51 · EIN 95-3692822 | Investment Mgmt Fees | $22,241 |
Filed as: SCHRODER Service code 51 · EIN 13-6877903 | Investment Mgmt Fees | $21,314 |
CAMBIAR INVESTORS LLC2 years Filed as: CAMBIAR Service code 51 · EIN 84-1596610 | Investment Mgmt Fees | $21,066 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $503,327-100.0% | $53,690-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | - |
| Annual return | -39.23% | 55.68%-94.9pp | -4.80%-34.4pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $30,897-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $40,849-100.0% | - |