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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $319,403 |
Filed as: CHARTWELL SMALL CAP Service code 28 1235 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $12,029 |
Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 151 DETROIT STREET · DENVER, CO 80206 | Investment Management | $9,893 |
ROBECO INVESTMENT MANAGEMENT3+ years Filed as: ROBECO WPG MID CAP VALUE Service code 28 · EIN 98-0202744 | Investment Management | $9,704 |
EAGLE SMALL CAP GROWTH1 year Service code 28 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $7,684 |
TCWLC GROWTH3+ years Service code 28 · EIN 93-0939400 | Investment Management | $6,987 |
COLUMBIA3+ years Filed as: COLUMBIA DIVIDEND INCOME Service code 28 225 FRANKLIN STREET · BOSTON, MA 021102804 | Investment Management | $6,753 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS INVESTMENT LARGE CAP VALUE Service code 28 · EIN 04-3539542 | Investment Management | $6,676 |
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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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | 7.42% | -3.49%+10.9pp | 4.36%+3.1pp | 0.19%+7.2pp |
| Employer contribution / active EE | $5,347 | $17,891-70.1% | $27,383-80.5% | $13,763-61.1% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |