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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $425,661 |
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON INVESTMENT MANAGEMENT CA Service code 28 | Investment Management | $206,834 |
NATIONAL INVESTMENT SERVICES3 years Service code 19 · EIN 84-3937993 | Securities Custodian | $170,773 |
BENESYS, INC.10+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $123,087 |
NEPC, LLC10+ years Service code 16 · EIN 26-1429809 | Consulting | $110,450 |
COMMERCE BANK10+ years Service code 19 · EIN 48-0962626 | Securities Custodian | $105,886 |
BOSTON TRUST WALDEN COMPANY5 years Service code 19 · EIN 04-2273811 | Securities Custodian | $45,449 |
HARTNETT REYES-JONES, LLC6 years Service code 29 4399 LACLEDE AVENUE · ST. LOUIS, MO 63108 | Legal | $41,087 |
LOCAL 5136 years Service code 50 · EIN 43-0338091 | Direct Payment | $36,327 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $26,500 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,536 | $102,364-65.3% | $94,057-62.2% | $102,364-65.3% |
| Participation rate | 94.6% | 82.9%+11.7pp | 73.3%+21.2pp | 82.9%+11.7pp |
| Annual return | 5.98% | 13.75%-7.8pp | 480.62%-474.6pp | 13.75%-7.8pp |
| Employer contribution / active EE | $2,411 | $3,994-39.6% | $2,933-17.8% | $3,994-39.6% |
| Participant deferral / active EE | $0 | $5,690-100.0% | $4,709-100.0% | $5,690-100.0% |
| Admin fee / account holder | $105 | $214-51.1% | $7,244-98.6% | $214-51.1% |