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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 | $185,958 |
NATIONAL INVESTMENT SERVICES2 years Service code 19 · EIN 84-3937993 | Securities Custodian | $164,416 |
BENESYS, INC.9+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $119,523 |
BOSTON TRUST WALDEN COMPANY4 years Service code 19 · EIN 04-2273811 | Securities Custodian | $45,036 |
COMMERCE BANK9+ years Service code 19 · EIN 48-0962626 | Securities Custodian | $35,108 |
LOCAL 5135 years Service code 50 · EIN 43-0338091 | Direct Payment | $33,791 |
NEPC, LLC9+ years Service code 16 · EIN 26-1429809 | Consulting | $30,000 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $24,442 |
BMO HARRIS BANK NA2 years Service code 28 · EIN 36-2085229 | Investment Management | $23,494 |
HARTNETT REYES-JONES, LLC5 years Service code 29 4399 LACLEDE AVENUE · ST. LOUIS, MO 63108 | Legal | $12,904 |
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 | $34,242 | $99,313-65.5% | $81,882-58.2% | $99,313-65.5% |
| Participation rate | 95.1% | 71.7%+23.4pp | 72.4%+22.7pp | 71.7%+23.4pp |
| Annual return | 4.94% | 17.67%-12.7pp | 779.47%-774.5pp | 17.67%-12.7pp |
| Employer contribution / active EE | $2,383 | $3,264-27.0% | $2,916-18.3% | $3,264-27.0% |
| Participant deferral / active EE | $0 | $5,346-100.0% | $4,323-100.0% | $5,346-100.0% |
| Admin fee / account holder | $90 | $109-17.4% | $7,360-98.8% | $109-17.4% |