Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 208 HARRISTOWN ROAD · GLEN ROCK, NJ 07452 | Bank Trustee | $65,254 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 600 GRANT STREET · PITTSBURGH, PA 15219 | Actuarial | $35,663 |
TYGH CAPITAL MANAGEMENT1+ years Service code 27 1211 SW FIFTH AVENUE · PORTLAND, OR 97204 | Advisory (Plan) | $10,831 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS Service code 27 MFS SERVICE CENTER · BOSTON, MD 022055824 | Advisory (Plan) | $7,855 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $211,396-100.0% | $96,302-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.3%-4.3pp |
| Annual return | -2.32% | -0.81%-1.5pp | -2.90%+0.6pp | 2.81%-5.1pp |
| Employer contribution / active EE | $9,346 | $22,644-58.7% | $27,990-66.6% | $16,358-42.9% |
| Participant deferral / active EE | $0 | $1,376-100.0% | $137-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $519-100.0% | $1,639-100.0% |