Filed January 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: STANDISH MELLON ASSET MGMT Service code 28 · EIN 25-1890416 | Investment Management | $205,522 |
Service code 28 · EIN 98-0465834 | Investment Management | $70,914 |
CONDUENT HR CONSULTING, LLC2 years Service code 11 · EIN 13-3954297 | Actuarial | $49,700 |
FIDUCIARY MANAGEMENT, INC.2 years Filed as: FIDUCIARY MANAGEMENT INC. Service code 28 · EIN 39-1346018 | Investment Management | $31,508 |
JEFFREY SLOCUM & ASSOCIATES2 years Filed as: JEFFREY SLOCUM & ASSOCIATES INC Service code 27 · EIN 41-1567437 | Advisory (Plan) | $28,335 |
NORTHERN TRUST COMPANY2 years Service code 19 · EIN 36-1561860 | Securities Custodian | $25,629 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH & MGMT INC Service code 28 · EIN 04-2955404 | Investment Management | $15,440 |
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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 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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 13.43% | 12.40%+1.0pp | 10.16%+3.3pp | 23.90%-10.5pp |
| Employer contribution / active EE | $0 | $8,748-100.0% | $33,192-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |