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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $160,513 |
Service code 11 · EIN 27-1503891 | Actuarial | $45,404 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $29,000 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY, L.P. Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $12,191 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS INSTITUTIONAL ADVISORS, INC. Service code 28 111 HUNTINGTON AVE. · BOSTON, MA 02199 | Investment Management | $12,181 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR INVESTORS Service code 28 200 COLUMBINE STREET · DENVER, CO 80206 | Investment Management | $9,013 |
SCHRODER INVESTMENT MANAGEMENT2+ years Service code 28 875 THIRD AVENUE, 22ND FLOOR · NEW YORK, NY 100226225 | Investment Management | $7,720 |
ROBECO INVESTMENT MANAGEMENT2+ years Service code 28 909 THIRD AVE. · NEW YORK, NY 10022 | Investment Management | $6,552 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN, SACHS & CO. Service code 28 200 WEST STREET, 29TH FLOOR · NEW YORK, NY 10282 | Investment Management | $6,538 |
FULLER & THALER ASSET MANAGEMENT2+ years Service code 28 411 BOREL AVE # 300 · SAN MATEO, CA 94402 | Investment Management | $6,499 |
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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 | $49,677-100.0% | $264,156-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 3.6%-3.6pp |
| Annual return | 3.87% | 4.43%-0.6pp | 4.74%-0.9pp | 11.88%-8.0pp |
| Employer contribution / active EE | $22,159 | $35,917-38.3% | $46,220-52.1% | $14,612+51.6% |
| Participant deferral / active EE | $0 | $1,335-100.0% | $248-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $12,050-100.0% | $637-100.0% |