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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6 years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 25-6078093 | Investment Management | $619,918 |
BENESYS, INC.9+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $478,924 |
NATIONAL INVESTMENT SERVICES5 years Filed as: NATIONAL INVESTMENT SERVICES OF AME Service code 28 · EIN 84-3937993 | Investment Management | $259,029 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $250,468 |
PLANTE & MORAN, PLLC9+ years Service code 10 · EIN 33-1498605 | Accounting | $209,850 |
BLACKROCK9+ years Filed as: BLACKROCK INST. TRUST CO. N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $206,500 |
NEPC, LLC6 years Service code 17 · EIN 26-1429809 | Pension Consulting | $167,083 |
LITTLER MENDELSON, P.C.2 years Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $149,457 |
IRON WORKERS LOCAL NO. 253 years Service code 14 · EIN 38-6056780 | Plan Administrator | $124,847 |
GOLDMAN SACHS1 year Filed as: CRESCENT MEZZANINE PARTNERS VIIB LP Service code 52 · EIN 47-3358654 | Indirect Investment Fees | $88,257 |
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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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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 3.02% | 10.33%-7.3pp | 8.10%-5.1pp | 9.30%-6.3pp |
| Employer contribution / active EE | $31,820 | $14,972+112.5% | $28,649+11.1% | $12,551+153.5% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |