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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $221,700 |
AEW CAPITAL MANAGEMENT2+ years Filed as: NATIXIS/AEW DIVERSIFIED REIT Service code 28 · EIN 04-3274056 | Investment Management | $11,896 |
COLUMBIA2+ years Filed as: COLUMBIA DIVIDEND INCOME Service code 28 225 FRANKLIN STREET · BOSTON, MA 021102804 | Investment Management | $10,131 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS INVESTMENT LARGE CAP VALUE Service code 28 · EIN 04-3539542 | Investment Management | $10,111 |
TCWLC GROWTH2+ years Service code 28 · EIN 93-0939400 | Investment Management | $9,616 |
Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 151 DETROIT STREET · DENVER, CA 80206 | Investment Management | $8,881 |
ROBECO INVESTMENT MANAGEMENT2+ years Filed as: ROBECO WPG MID CAP VALUE Service code 28 · EIN 98-0202744 | Investment Management | $8,767 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL SMALL CAP VALUE Service code 28 1235 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $8,064 |
FIERA CAPITAL1 year Filed as: FIERA CAP INC/ APEX SCG Service code 28 375 PARK AVENUE · NEW YORK, NY 10152 | Investment Management | $7,915 |
RIDGEWORTH2+ years Filed as: MONTAG & CALDWELL LC GROWTH Service code 28 · EIN 26-3165863 | Investment Management | $6,887 |
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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% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 10.79% | 12.38%-1.6pp | 10.53%+0.3pp | 23.90%-13.1pp |
| Employer contribution / active EE | $16,086 | $23,325-31.0% | $29,360-45.2% | $16,539-2.7% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |