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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 21 429 FOURTH AVENUE · GLEN ROCK, NJ 07452 | Bank Trustee | $127,609 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 ONE PPG PLACE · GLEN ROCK, PA 15222 | Actuarial | $58,909 |
TYGH CAPITAL MANAGEMENT4+ years Filed as: TYGH CAPITAL MANAGEMENT INC. Service code 27 1211 SW 5TH AVENUE · PORTLAND, OR 97204 | Advisory (Plan) | $12,698 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS Service code 27 MFS SERVICE CENTER · BOSTON, MA 022055824 | Advisory (Plan) | $12,271 |
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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 | -5.63% | 13.30%-18.9pp | 4.36%-10.0pp | -0.69%-4.9pp |
| Employer contribution / active EE | $4,838 | $10,363-53.3% | $27,383-82.3% | $16,786-71.2% |
| 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% |