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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON INVESTMENT MANAGEMENT CA Service code 28 | Investment Management | $262,636 |
WILSON-MCSHANE CORPORATION7+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $250,421 |
MEKETA INVESTMENT GROUP7+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $221,000 |
ASB CAPITAL MANAGEMENT3 years Service code 28 · EIN 80-0618452 | Investment Management | $170,272 |
WELLINGTON TRUST COMPANY2 years Service code 19 · EIN 04-2755549 | Securities Custodian | $157,088 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 | Actuarial | $102,037 |
NORTHERN TRUST COMPANY4 years Service code 28 · EIN 36-2723087 | Investment Management | $88,592 |
Filed as: LONGFELLOW INVESTMENT COMPANY Service code 28 · EIN 04-2933956 | Investment Management | $80,492 |
WHITESTAR ADVISORS, LLC5 years Service code 28 · EIN 03-0496641 | Investment Management | $55,091 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 | Accounting | $44,646 |
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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 | $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 | 11.07% | 19.37%-8.3pp | 11.08%0pp | 15.63%-4.6pp |
| Employer contribution / active EE | $15,490 | $13,107+18.2% | $28,418-45.5% | $11,476+35.0% |
| 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% |