Filed January 3, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK2 years Service code 28 60 STATE STREET · BOSTON, MA 02109 | Investment Management | $262,159 |
THE BANK OF NEW YORK MELLON7 years Filed as: BANK OF AMERICA Service code 21 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $204,319 |
Service code 28 7 BRYANT PARK · NEW YORK, NY 100183706 | Investment Management | $15,342 |
ALLSPRING1 year Filed as: ALLSPRING FUNDS Service code 28 PO BOX 219967 · KANSAS CITY, MO 641219967 | Investment Management | $14,264 |
BAIRD INSURANCE SERVICES INC5 years Filed as: BAIRD CAPITAL Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WA 53202 | Investment Management | $11,901 |
MFS INVESTMENT MANAGEMENT7 years Service code 28 111 HUNTINGTON AVE · BOSTON, MA 02116 | Investment Management | $11,053 |
LOOMIS SAYLES5 years Filed as: LOOMIS, SAYLES & COMPANY L.P. Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $8,887 |
Filed as: TCW LCV Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $8,796 |
Service code 28 PO BOX 219104 · KANSAS CITY, MO 641219104 | Investment Management | $1,724 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ASSET MANAGEMENT Service code 28 · EIN 98-1057721 | Investment Management | $1,724 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -21.73% | -10.35%-11.4pp | -38.86%+17.1pp | 2.78%-24.5pp |
| Employer contribution / active EE | $14,208 | $8,768+62.0% | $37,756-62.4% | $15,276-7.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |