Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 25-6078093 | Investment Management | $821,047 |
BENESYS, INC.5+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $354,751 |
Filed as: NATIONAL INVESTMENT SERVICES OF AME Service code 28 · EIN 84-3937993 | Investment Management | $303,929 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $287,662 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $217,749 |
BLACKROCK5+ years Filed as: BLACKROCK INST. TRUST CO. N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $210,029 |
PLANTE & MORAN, PLLC5+ years Service code 10 · EIN 38-1357951 | Accounting | $190,785 |
NEPC, LLC2 years Service code 17 · EIN 26-1429809 | Pension Consulting | $185,000 |
COMERICA BANK5+ years Service code 18 · EIN 42-1741646 | Direct payment from the plan; Other s... | $150,956 |
Service code 11 · EIN 26-1370698 | Actuarial | $106,527 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 5 reportable transactions
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 0.36% | 6.82%-6.5pp | 8.01%-7.7pp | 12.86%-12.5pp |
| Employer contribution / active EE | $30,771 | $12,695+142.4% | $29,476+4.4% | $13,687+124.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |