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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $129,676 |
PIMCO FUNDS2+ years Filed as: ALLIANZ-PIMCO TOTAL RETURN Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $18,457 |
AB FUNDS1 year Filed as: LOOMIS LARGE CAP GROWTH Service code 27 · EIN 04-3200030 | Advisory (Plan) | $5,136 |
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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 | $29,558-100.0% | $98,614-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 8.8%-8.8pp | 1.8%-1.8pp |
| Annual return | -4.70% | -1.21%-3.5pp | -0.41%-4.3pp | 0.19%-4.9pp |
| Employer contribution / active EE | $15,152 | $10,104+50.0% | $15,396-1.6% | $13,763+10.1% |
| Participant deferral / active EE | $0 | $121-100.0% | $26-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $803-100.0% | $2,970-100.0% | $426-100.0% |