Filed March 20, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 15 · EIN 04-3275867 | Recordkeeping | $2,489,071 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MGMT. CORP. Service code 28 · EIN 25-1442864 | Investment Management | $1,243,285 |
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $605,320 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $593,041 |
REAMS ASSET MANAGEMENT1+ years Service code 28 · EIN 43-1925734 | Investment Management | $567,712 |
NORTHERN TRUST COMPANY1+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $413,518 |
JOHNSON BANK1+ years Filed as: JOHNSON INVESTMENT COUNSEL Service code 28 · EIN 31-1801770 | Investment Management | $347,072 |
BARCLAYS CAPITAL LE1+ years Filed as: BARCLAYS GLOBAL Service code 28 · EIN 94-3112180 | Investment Management | $292,665 |
Filed as: BRANDYWINE GLOBAL INVESTMENT, LLC Service code 28 · EIN 51-0294065 | Investment Management | $292,655 |
NCR CORPORATION1+ years Service code 14 · EIN 31-0387920 | Plan Administrator | $284,819 |
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Annual investment return 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 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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -6.52% | -1.23%-5.3pp | -3.43%-3.1pp | 1.67%-8.2pp |
| Employer contribution / active EE | $0 | $11,541-100.0% | $25,607-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |