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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY-MELLON Service code 28 · EIN 25-1777361 | Investment Management | $134,376 |
ARNOLD & KADJAN1+ years Filed as: ARNOLD NEWBOLD WINTER JACKSON Service code 29 · EIN 43-1174269 | Legal | $107,583 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $79,560 |
THE SEGAL COMPANY1+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $78,825 |
INVESCO1+ years Service code 28 · EIN 58-1707262 | Investment Management | $75,951 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET Service code 19 · EIN 04-1867445 | Securities Custodian | $72,961 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $63,000 |
Filed as: PYRAMIS GLOBAL INVESTORS Service code 28 · EIN 20-4659714 | Investment Management | $57,215 |
CONSTRUCTION BENEFITS AUDIT CORP1+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244128 | Accounting | $38,574 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 1 LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $18,105 |
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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 | $82,591-100.0% | $253,870-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.8%-0.8pp |
| Annual return | 0.05% | -1.11%+1.2pp | -1.10%+1.2pp | -0.60%+0.7pp |
| Employer contribution / active EE | $9,124 | $11,820-22.8% | $27,248-66.5% | $12,272-25.7% |
| Participant deferral / active EE | $0 | $1,534-100.0% | $105-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $702,575-100.0% | $717-100.0% |