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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION6+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $241,716 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INVESTMENT MANAGEMENT CA Service code 28 | Investment Management | $196,214 |
ASB CAPITAL MANAGEMENT2 years Service code 28 · EIN 80-0618452 | Investment Management | $164,265 |
MEKETA INVESTMENT GROUP6+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $115,000 |
TIMES SQUARE CAPITAL MANAGEMENT6+ years Filed as: TIMESQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $114,019 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $101,372 |
Filed as: LONGFELLOW INVESTMENT COMPANY Service code 28 · EIN 04-2933956 | Investment Management | $100,674 |
WHITESTAR ADVISORS, LLC4 years Service code 28 · EIN 03-0496641 | Investment Management | $77,133 |
WELLINGTON TRUST COMPANY1 year Service code 19 · EIN 04-2755549 | Securities Custodian | $66,732 |
NORTHERN TRUST COMPANY3 years Service code 28 · EIN 36-2723087 | Investment Management | $63,704 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 17.38% | 6.82%+10.6pp | 8.01%+9.4pp | 12.86%+4.5pp |
| Employer contribution / active EE | $14,554 | $12,695+14.6% | $29,476-50.6% | $13,687+6.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |