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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 21 429 FOURTH AVENUE · GLEN ROCK, NJ 07452 | Bank Trustee | $135,124 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 ONE PPG PLACE · PITTSBURGH, PA 15222 | Actuarial | $75,121 |
COLUMBIA3 years Filed as: COLUMBIA ADVISORY GROUP Service code 27 17950 PRESTON RD. · DALLAS, TX 75252 | Advisory (Plan) | $18,505 |
MFS INVESTMENT MANAGEMENT7+ years Filed as: MFS Service code 27 MFS SERVICE CENTER · BOSTON, MA 022055824 | Advisory (Plan) | $16,197 |
TYGH CAPITAL MANAGEMENT7+ years Filed as: TYGH CAPITAL MANAGEMENT INC. Service code 27 1211 SW 5TH AVENUE · PORTLAND, OR 97204 | Advisory (Plan) | $14,508 |
Service code 27 411 BOREL AVENUE · SAN MATEO, CA 94402 | Advisory (Plan) | $6,734 |
Filed as: GRANITE SMALL CAP GROWTH Service code 27 2321 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $6,729 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS MID CAP VALUE Service code 27 ONE BEACON STREET · BOSTON, MA 02108 | Advisory (Plan) | $6,693 |
JANUS HENDERSON2 years Filed as: JANUS ADVISOR INC Service code 27 30 CONSTITUTION DRIVE · CHICO, CA 95973 | Advisory (Plan) | $6,676 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $82,186-100.0% | $54,060-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.6%-3.6pp |
| Annual return | 14.93% | 8.66%+6.3pp | 36.37%-21.4pp | 11.84%+3.1pp |
| Employer contribution / active EE | $0 | $10,755-100.0% | $37,223-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $384-100.0% | $524-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $568-100.0% | $409-100.0% |