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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $115,939 |
PIMCO FUNDS4+ years Filed as: ALLIANZ-PIMCO TOTAL RETURN Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $22,905 |
AB FUNDS3 years Filed as: LOOMIS LARGE CAP GROWTH Service code 27 · EIN 04-3200030 | Advisory (Plan) | $9,107 |
Filed as: BAIRD MID CAP GROWTH Service code 28 P.O. BOX 701 · MILWAUKEE, WI 532010701 | Investment Management | $5,146 |
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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 | $409,661-100.0% | $2,066,441-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 1.7%-1.7pp |
| Annual return | 16.90% | 9.42%+7.5pp | 10.57%+6.3pp | 627.08%-610.2pp |
| Employer contribution / active EE | $23,013 | $11,814+94.8% | $18,335+25.5% | $18,824+22.3% |
| Participant deferral / active EE | $0 | $8-100.0% | $5-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $8,713-100.0% | $1,923-100.0% |