Filed March 20, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,128,847 |
THE BANK OF NEW YORK MELLON5+ years Filed as: MELLON CAPITAL MGMT. CORP. Service code 28 · EIN 25-1442864 | Investment Management | $798,767 |
REAMS ASSET MANAGEMENT5+ years Service code 28 · EIN 43-1925734 | Investment Management | $634,743 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $629,364 |
THE BANK OF NEW YORK MELLON5+ years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $451,635 |
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $426,027 |
NORTHERN TRUST COMPANY5+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $363,451 |
JOHNSON BANK5+ years Filed as: JOHNSON INVESTMENT COUNSEL Service code 28 · EIN 31-1801770 | Investment Management | $362,274 |
Filed as: BRANDYWINE GLOBAL INVESTMENT, LLC Service code 28 · EIN 51-0294065 | Investment Management | $294,269 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $225,253 |
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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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 15.68% | 22.40%-6.7pp | 29.77%-14.1pp | 21.83%-6.2pp |
| Employer contribution / active EE | $0 | $13,519-100.0% | $33,607-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |