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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 21 429 FOURTH AVENUE · GLEN ROCK, NJ 07452 | Bank Trustee | $111,056 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 ONE PPG PLACE · PITTSBURGH, PA 15222 | Actuarial | $69,996 |
COLUMBIA4 years Filed as: COLUMBIA ADVISORY GROUP Service code 27 17950 PRESTON RD. · DALLAS, TX 75252 | Advisory (Plan) | $17,269 |
MFS INVESTMENT MANAGEMENT8+ years Filed as: MFS Service code 27 MFS SERVICE CENTER · BOSTON, MA 022055824 | Advisory (Plan) | $15,791 |
TYGH CAPITAL MANAGEMENT8+ years Filed as: TYGH CAPITAL MANAGEMENT INC. Service code 27 1211 SW 5TH AVENUE · PORTLAND, OR 97204 | Advisory (Plan) | $11,560 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS MID CAP VALUE Service code 27 ONE BEACON STREET · BOSTON, MA 02108 | Advisory (Plan) | $7,528 |
Service code 27 411 BOREL AVENUE · SAN MATEO, CA 94402 | Advisory (Plan) | $6,536 |
JANUS HENDERSON3 years Filed as: JANUS ADVISOR INC Service code 27 30 CONSTITUTION DRIVE · CHICO, CA 95973 | Advisory (Plan) | $6,319 |
LVBW LLP1 year Service code 10 130 BRYANT WOODS S · AMHERST, NY 14228 | Accounting | $6,000 |
GRANITE GROUP ADVISORS, LLC2 years Filed as: GRANITE SMALL CAP GROWTH Service code 27 2321 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $5,094 |
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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 | $136,977-100.0% | $53,690-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 7.7%-7.7pp | 8.6%-8.6pp | 5.6%-5.6pp |
| Annual return | -15.72% | -15.49%-0.2pp | -4.80%-10.9pp | 39.82%-55.5pp |
| Employer contribution / active EE | $0 | $9,399-100.0% | $30,897-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $320-100.0% | $64-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $4-100.0% | $40,849-100.0% | $62-100.0% |