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| Provider | Service type | Compensation |
|---|---|---|
GEMGOUP2+ years Service code 13 · EIN 25-1139840 | Contract Administrator | $170,701 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON EQUITY Service code 28 · EIN 25-1777361 | Investment Management | $139,956 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 102 WEST WHITING STREET · TAMPA, FL 33602 | Advisory (Plan) | $110,000 |
FOUNDRY PARTNERS1 year Filed as: FOUNDRY PARTNERS LLC Service code 28 510 FIRST AVE N STE 409 · MINNEAPOLIS, MN 55403 | Investment Management | $86,296 |
BOYD WATTERSON ASSET MANAGEMENT2+ years Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 | Investment Management | $75,462 |
MEYER, UNKOVIC & SCOTT2+ years Filed as: MEYER UNKOVIC & SCOTT Service code 29 · EIN 25-1008021 | Legal | $45,128 |
INTEGRITY ASSET MANAGEMENT2+ years Filed as: INTEGRITY Service code 28 · EIN 86-1063006 | Investment Management | $37,968 |
PNC BANK, N.A.2+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $37,665 |
CONNER & WINTERS1 year Filed as: CONNOR & WINTERS Service code 29 · EIN 73-1388566 | Legal | $28,008 |
GREAT LAKES ADVISORS, LLC2+ years Filed as: GREAT LAKES ADVISORS Service code 28 231 LASALLE ST. 4TH FLOOR · CHICAGO, IL 60604 | Investment Management | $26,844 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,011 | $57,921-63.7% | $84,753-75.2% | $57,658-63.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 0.31% | 10.24%-9.9pp | 22.78%-22.5pp | 5.13%-4.8pp |
| Employer contribution / active EE | $7,885 | $2,598+203.5% | $3,574+120.6% | $1,974+299.5% |
| Participant deferral / active EE | $194 | $2,742-92.9% | $3,712-94.8% | $3,061-93.7% |
| Admin fee / account holder | $128 | $130-1.5% | $5,333-97.6% | $95+35.2% |