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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $196,331 |
OCTOBER THREE CONSULTING LLC1+ years Filed as: OCTOBER THREE LLC Service code 11 · EIN 27-1503891 | Actuarial | $31,515 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $29,000 |
ROBECO INVESTMENT MANAGEMENT1+ years Service code 28 909 THIRD AVE. · NEW YORK, NY 10022 | Investment Management | $9,897 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN, SACHS & CO. Service code 28 200 WEST STREET, 29TH FLOOR · NEW YORK, NY 10282 | Investment Management | $9,588 |
SCHRODER INVESTMENT MANAGEMENT1+ years Service code 28 875 THIRD AVENUE, 22ND FLOOR · NEW YORK, NY 100226225 | Investment Management | $9,027 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS INSTITUTIONAL ADVISORS, INC. Service code 28 111 HUNTINGTON AVE. · BOSTON, MA 02199 | Investment Management | $6,276 |
APEX CAPITAL MANAGEMENT1+ years Service code 28 8163 OLD YANKEE ST #E · DAYTON, OH 45458 | Investment Management | $6,139 |
FULLER & THALER ASSET MANAGEMENT1+ years Service code 28 411 BOREL AVE # 300 · SAN MATEO, CA 94402 | Investment Management | $5,922 |
DREMAN VALUE MANAGEMENT, LLC1+ years Filed as: DREMAN VALUE MANAGEMENT LLC Service code 28 1515 NORTH FLAGLER DRIVE, SUITE 920 · WEST PALM BEACH, FL 33401 | Investment Management | $5,649 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $74,707-100.0% | $252,559-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 15.0%-15.0pp | 50.9%-50.9pp | 4.3%-4.3pp |
| Annual return | -1.36% | -0.16%-1.2pp | -1.68%+0.3pp | 2.81%-4.2pp |
| Employer contribution / active EE | $25,385 | $33,118-23.4% | $44,959-43.5% | $16,358+55.2% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $330-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $32-100.0% | $12,994-100.0% | $1,639-100.0% |