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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $342,542 |
EAGLE SMALL CAP GROWTH2 years Service code 28 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $12,787 |
Filed as: CHARTWELL SMALL CAP Service code 28 1235 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $12,229 |
COLUMBIA4+ years Filed as: COLUMBIA DIVIDEND INCOME Service code 28 225 FRANKLIN STREET · BOSTON, MA 021102804 | Investment Management | $9,281 |
TCWLC GROWTH4+ years Service code 28 · EIN 93-0939400 | Investment Management | $9,224 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS INVESTMENT LARGE CAP VALUE Service code 28 · EIN 04-3539542 | Investment Management | $9,156 |
Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 151 DETROIT STREET · DENVER, CO 80206 | Investment Management | $8,157 |
ROBECO INVESTMENT MANAGEMENT4+ years Filed as: ROBECO WPG MID CAP VALUE Service code 28 · EIN 98-0202744 | Investment Management | $8,043 |
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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 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | 5.86% | 36.82%-31.0pp | 18.06%-12.2pp | 53.27%-47.4pp |
| Employer contribution / active EE | $7,133 | $13,338-46.5% | $30,411-76.5% | $14,774-51.7% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |