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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVT INSTITUTIONAL OPS CO Service code 15 · EIN 04-3532603 | Recordkeeping | $1,542,833 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $422,289 |
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS ASSET MANAGEMENT INC. Service code 27 · EIN 47-3503928 | Advisory (Plan) | $382,104 |
PANAGORA ASSET MANAGEMENT1+ years Service code 28 · EIN 04-3063840 | Investment Management | $351,481 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 49 · EIN 95-3692822 | Other Services | $344,568 |
COLUMBIA1+ years Filed as: COLUMBIA MGMNT INVTMNT ADVISERS LLC Service code 28 · EIN 41-1533211 | Investment Management | $281,574 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK NA Service code 27 · EIN 13-4994650 | Advisory (Plan) | $252,586 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $244,822 |
GOLDMAN SACHS1+ years Filed as: PRISMA CAPITAL PARTNERS LP Service code 28 · EIN 13-2857105 | Investment Management | $215,128 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 17 · EIN 95-2755361 | Pension Consulting | $208,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $96,302-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -2.36% | 3.11%-5.5pp | -2.90%+0.5pp | 3.11%-5.5pp |
| Employer contribution / active EE | $9,597 | $9,361+2.5% | $27,990-65.7% | $9,361+2.5% |
| Participant deferral / active EE | $0 | $375-100.0% | $137-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $519-100.0% | - |