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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 | $191,000 |
Service code 19 · EIN 84-3937993 | Securities Custodian | $164,083 |
BENESYS, INC.8+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $131,441 |
COMMERCE BANK8+ years Service code 19 · EIN 48-0962626 | Securities Custodian | $83,830 |
BOSTON TRUST WALDEN COMPANY3 years Service code 19 · EIN 04-2273811 | Securities Custodian | $52,704 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $34,629 |
LOCAL 5134 years Service code 50 · EIN 43-0338091 | Direct Payment | $30,244 |
NEPC, LLC8+ years Service code 16 · EIN 26-1429809 | Consulting | $28,750 |
HARTNETT REYES-JONES, LLC4 years Service code 29 4399 LACLEDE AVENUE · ST. LOUIS, MO 63108 | Legal | $21,883 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $20,405 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,889 | $103,514-68.2% | $86,617-62.0% | $103,514-68.2% |
| Participation rate | 91.9% | 73.3%+18.6pp | 71.7%+20.2pp | 73.3%+18.6pp |
| Annual return | 2.57% | 33.12%-30.6pp | 591.91%-589.3pp | 33.12%-30.6pp |
| Employer contribution / active EE | $2,483 | $3,210-22.7% | $3,023-17.9% | $3,210-22.7% |
| Participant deferral / active EE | $0 | $5,209-100.0% | $4,437-100.0% | $5,209-100.0% |
| Admin fee / account holder | $100 | $114-12.4% | $5,613-98.2% | $114-12.4% |