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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 17 208 HARRISTOWN ROAD · GLEN ROCK, NJ 07452 | Pension Consulting | $101,290 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 600 GRANT STREET · PITTSBURGH, PA 15219 | Actuarial | $94,574 |
TYGH CAPITAL MANAGEMENT1+ years Filed as: TYGH CAPITAL MANAGEMENT INC. Service code 27 1211 SW 5TH AVENUE · PORTLAND, OR 97204 | Advisory (Plan) | $16,563 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS Service code 27 MFS SERVICE CENTER · BOSTON, MA 022055824 | Advisory (Plan) | $12,036 |
ROBECO INVESTMENT MANAGEMENT1+ years Service code 27 909 3RD AVE #31 · NEW YORK, NY 10022 | Advisory (Plan) | $6,527 |
FULLER & THALER ASSET MANAGEMENT1+ years Filed as: FULLER AND THALER Service code 27 FULLER AND THALER ASSET MANAGEMENT · SAN MATEO, CA 94402 | Advisory (Plan) | $6,454 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN, SACHS & CO. Service code 27 200 WEST STREET · NEW YORK, NY 10282 | Advisory (Plan) | $6,431 |
APEX CAPITAL MANAGEMENT1+ years Filed as: APEX Service code 27 APEX CAPITAL MANAGEMENT · DAYTON, OH 45342 | Advisory (Plan) | $6,367 |
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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 | $82,591-100.0% | $96,302-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.8%-0.8pp |
| Annual return | -2.48% | 2.41%-4.9pp | -2.90%+0.4pp | -0.60%-1.9pp |
| Employer contribution / active EE | $9,772 | $14,069-30.5% | $27,990-65.1% | $12,272-20.4% |
| Participant deferral / active EE | $0 | $260-100.0% | $137-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $519-100.0% | $717-100.0% |