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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $682,662 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $444,333 |
BLACKROCK3 years Service code 51 40 EAST 52ND STREET · NEW YORK, NY 10022 | Investment Mgmt Fees | $127,065 |
LOOMIS SAYLES2 years Filed as: LOOMS SAYLES Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $27,426 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS Service code 51 · EIN 04-6551722 | Investment Mgmt Fees | $27,142 |
BAIRD INSURANCE SERVICES INC3 years Filed as: BAIRD Service code 51 · EIN 39-2008435 | Investment Mgmt Fees | $21,395 |
EARNEST PARTNERS, LLC3 years Filed as: EARNEST PARTNERS Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $20,972 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $19,759 |
Filed as: CAUSEWAY Service code 51 11111 SANTA MONICA BOULEVARD, 15TH · LOS ANGELES, CA 90025 | Investment Mgmt Fees | $15,110 |
ALLSPRING2 years Service code 51 · EIN 95-3692822 | Investment Mgmt Fees | $14,066 |
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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.
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 | $9,556,684-100.0% | $80,293-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.4%-2.4pp |
| Annual return | 14.03% | 8.68%+5.4pp | 15.31%-1.3pp | 22.81%-8.8pp |
| Employer contribution / active EE | $0 | $9,089-100.0% | $28,686-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $199-100.0% | $126-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $456-100.0% | $85,222-100.0% |