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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 21 208 HARRISTOWN ROAD · GLEN ROCK, NJ 07452 | Bank Trustee | $82,592 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 ONE PPG PLACE · PITTSBURGH, PA 15222 | Actuarial | $32,826 |
TYGH CAPITAL MANAGEMENT4+ years Service code 27 1211 SW FIFTH AVENUE · PORTLAND, OR 97204 | Advisory (Plan) | $8,366 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS Service code 27 MFS SERVICE CENTER · BOSTON, MD 022055824 | Advisory (Plan) | $8,109 |
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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 | $37,197-100.0% | $476,019-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | -5.46% | 13.30%-18.8pp | 4.36%-9.8pp | -0.69%-4.8pp |
| Employer contribution / active EE | $4,050 | $10,363-60.9% | $27,383-85.2% | $16,786-75.9% |
| Participant deferral / active EE | $0 | $246-100.0% | $75-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $14,020-100.0% | $124-100.0% |