Filed January 3, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF AMERICA Service code 21 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $519,368 |
BAIRD INSURANCE SERVICES INC3 years Filed as: BAIRD CAPITAL Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WA 53202 | Investment Management | $15,645 |
WELLS FARGO BANK, N.A.2 years Filed as: WELL FARGO ASSET MANAGEMENT Service code 28 · EIN 98-1057721 | Investment Management | $15,279 |
LOOMIS SAYLES3 years Filed as: LOOMIS, SAYLES & COMPANY L.P. Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $14,287 |
Service code 28 7 BRYANT PARK · NEW YORK, NY 100183706 | Investment Management | $14,031 |
MFS INVESTMENT MANAGEMENT5 years Service code 28 111 HUNTINGTON AVE · BOSTON, MA 02116 | Investment Management | $13,956 |
CAMBIAR INVESTORS LLC5 years Filed as: CAMBIAR INVESTORS Service code 28 200 COLUMBINE ST #800 · DENVER, CO 80206 | Investment Management | $8,262 |
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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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 16.97% | 12.77%+4.2pp | 90.61%-73.6pp | 12.86%+4.1pp |
| Employer contribution / active EE | $18,165 | $8,963+102.7% | $32,730-44.5% | $13,687+32.7% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |