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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $744,473 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON INVESTMENT MANAGEMENT Service code 28 | Investment Management | $380,199 |
WALTER SCOTT & PARTNERS LIMITED7+ years Filed as: WALTER SCOTT & PTRS LTD Service code 28 · EIN 98-0465834 | Investment Management | $372,595 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $355,803 |
WESTFIELD CAPITAL MANAGEMENT7+ years Filed as: WESTFIELD CAPITAL MGMT CO.LP Service code 28 · EIN 80-0175963 | Investment Management | $348,779 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN, LEWIS, & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $295,092 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $294,700 |
Filed as: CBIZ RPS Service code 11 · EIN 31-1582098 | Actuarial | $246,998 |
Service code 28 · EIN 80-0292839 | Investment Management | $228,812 |
NORTHERN TRUST COMPANY7+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $168,606 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $490,804-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 14.98% | 19.39%-4.4pp | 14.84%+0.1pp | 19.39%-4.4pp |
| Employer contribution / active EE | $13,926 | $8,446+64.9% | $37,950-63.3% | $8,446+64.9% |
| Participant deferral / active EE | $0 | $353-100.0% | $127-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $1-100.0% | - |