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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON INVESTMENT MANAGEMENT CA Service code 28 | Investment Management | $262,559 |
WILSON-MCSHANE CORPORATION8+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $248,634 |
MEKETA INVESTMENT GROUP8+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $229,000 |
ASB CAPITAL MANAGEMENT4 years Service code 28 · EIN 80-0618452 | Investment Management | $182,941 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $131,870 |
Filed as: LONGFELLOW INVESTMENT COMPANY Service code 28 · EIN 04-2933956 | Investment Management | $103,152 |
WELLINGTON TRUST COMPANY3 years Service code 19 · EIN 04-2755549 | Securities Custodian | $100,141 |
US BANK4 years Service code 19 · EIN 31-0841368 | Securities Custodian | $88,565 |
Service code 29 · EIN 41-1654544 | Legal | $53,921 |
NORTHERN TRUST COMPANY5 years Service code 28 · EIN 36-2723087 | Investment Management | $52,193 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -12.38% | -7.95%-4.4pp | -5.85%-6.5pp | 23.41%-35.8pp |
| Employer contribution / active EE | $15,623 | $13,972+11.8% | $31,839-50.9% | $12,650+23.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |