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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $206,989 |
TCWLC GROWTH1+ years Service code 28 · EIN 93-0939400 | Investment Management | $15,388 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS INVESTMENT LARGE CAP VALUE Service code 28 · EIN 04-3539542 | Investment Management | $11,428 |
COLUMBIA1+ years Filed as: COLUMBIA DIVIDEND INCOME Service code 28 225 FRANKLIN STREET · BOSTON, MA 021102804 | Investment Management | $11,414 |
AEW CAPITAL MANAGEMENT1+ years Filed as: NATIXIS/AEW DIVERSIFIED REIT Service code 28 · EIN 04-3274056 | Investment Management | $11,300 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO WPG MID CAP VALUE Service code 28 · EIN 98-0202744 | Investment Management | $7,766 |
RIDGEWORTH1+ years Filed as: MONTAG & CALDWELL LC GROWTH Service code 28 · EIN 26-3165863 | Investment Management | $7,450 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL SMALL CAP VALUE Service code 28 1235 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $6,780 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES - MSG Service code 28 · EIN 22-2540245 | Investment Management | $5,619 |
PALISADE CAPITAL MANAGEMENT1+ years Service code 28 ONE BRIDGE PLAZA · FORT LEE, NJ 07024 | Investment Management | $5,268 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | 0.49% | 7.17%-6.7pp | 7.98%-7.5pp | 7.18%-6.7pp |
| Employer contribution / active EE | $10,108 | $13,444-24.8% | $23,724-57.4% | $13,095-22.8% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |