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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BNY MELLON INVSTMNT MGMT CAYMAN LTD Service code 28 | Investment Management | $516,268 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $413,793 |
NATIONAL INVESTMENT SERVICES2 years Filed as: NATIONAL INVESTMENT SERVICES OF AME Service code 28 · EIN 84-3937993 | Investment Management | $363,906 |
BENESYS, INC.6+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $339,573 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $314,613 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 25-6078093 | Investment Management | $290,674 |
BLACKROCK6+ years Filed as: BLACKROCK INST. TRUST CO. N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $187,427 |
NEPC, LLC3 years Service code 17 · EIN 26-1429809 | Pension Consulting | $185,000 |
HESSIAN & MCKASY, PA1 year Filed as: HESSIAN & MCKASY, P.A. Service code 29 · EIN 20-1551306 | Legal | $163,365 |
COMERICA BANK6+ years Service code 18 · EIN 42-1741646 | Other investment fees and expenses; F... | $137,569 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 23.15% | 19.37%+3.8pp | 11.08%+12.1pp | 15.63%+7.5pp |
| Employer contribution / active EE | $30,751 | $13,107+134.6% | $28,418+8.2% | $11,476+168.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |