Filed January 3, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA Service code 21 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $450,551 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY L.P. Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $17,699 |
MFS INVESTMENT MANAGEMENT4 years Service code 28 111 HUNTINGTON AVE · BOSTON, MA 02116 | Investment Management | $14,115 |
BAIRD INSURANCE SERVICES INC2 years Filed as: BAIRD CAPITAL Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WA 53202 | Investment Management | $13,418 |
CAMBIAR INVESTORS LLC4 years Filed as: CAMBIAR INVESTORS Service code 28 200 COLUMBINE ST #800 · DENVER, CO 80206 | Investment Management | $11,559 |
WELLS FARGO BANK, N.A.1 year Filed as: WELL FARGO ASSET MANAGEMENT Service code 28 · EIN 98-1057721 | Investment Management | $11,301 |
Filed as: SCHROEDERS Service code 28 | Investment Management | $9,986 |
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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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 23.64% | 34.64%-11.0pp | 20.73%+2.9pp | 21.83%+1.8pp |
| Employer contribution / active EE | $16,532 | $7,654+116.0% | $36,503-54.7% | $12,237+35.1% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |