Filed March 22, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $161,510 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $79,324 |
COLUMBIA3 years Filed as: COLUMBIA MGT INV SRVC, CORP Service code 28 PO BOX 8081 · BOSTON, MA 022668081 | Investment Management | $52,350 |
PRINCIPAL MIDCAP2 years Service code 28 711 HIGH STREET · DES MOINES, IA 50392 | Investment Management | $14,549 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS INVESTMENT Service code 28 111 HUNTINGTON AVE · BOSTON, MA 021997632 | Investment Management | $10,327 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES FUNDS Service code 28 P.O. BOX 219594 · KANSAS CITY, MO 641219594 | Investment Management | $10,312 |
CAMBIAR INVESTORS LLC3 years Filed as: CAMBIAR FUNDS Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 64121 | Investment Management | $7,554 |
Filed as: SCHRODER INVESTMENT MGMT N AMERICA Service code 28 875 THIRD AVENUE, 22ND FLOOR · NEW YORK, NY 10022 | Investment Management | $6,482 |
Filed as: GRANITE SMALL CAP GROWTH Service code 28 2321 ROSECRANS AVE, SUITE 4200 · EL SEGUNDO, CA 90245 | Investment Management | $5,567 |
Filed as: FULLER & THALER ASSET MGMT, INC. Service code 28 411 BOREL AVENUE, SUITE 300 · SAN MATEO, CA 94402 | Investment Management | $5,450 |
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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.
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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -7.01% | -1.53%-5.5pp | -2.18%-4.8pp | -0.69%-6.3pp |
| Employer contribution / active EE | $26,639 | $14,498+83.7% | $38,751-31.3% | $16,786+58.7% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |