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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION3+ years Filed as: WILSON-MCSHANE CORP Service code 50 · EIN 41-0956552 | Direct Payment | $171,600 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY-MELLON Service code 51 · EIN 25-1777361 | Investment Mgmt Fees | $143,698 |
Filed as: PRUDENTIAL INSURANCE CO Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $105,922 |
INVESCO3+ years Service code 51 · EIN 58-1707262 | Investment Mgmt Fees | $86,769 |
THE SEGAL COMPANY3+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $79,048 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET Service code 19 · EIN 04-1867445 | Securities Custodian | $66,423 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 50 · EIN 13-2646110 | Direct Payment | $63,000 |
Filed as: PYRAMIS GLOBAL INVESTORS Service code 51 · EIN 20-4659714 | Investment Mgmt Fees | $49,610 |
ARNOLD & KADJAN3+ years Filed as: ARNOLD NEWBOLD WINTER JACKSON Service code 50 · EIN 43-1174269 | Direct Payment | $32,257 |
STATE STREET GLOBAL ADVISORS3+ years Service code 51 1 LINCOLN STREET · BOSTON, MA 02111 | Investment Mgmt Fees | $22,658 |
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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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 14.50% | 11.16%+3.3pp | 14.20%+0.3pp | 23.90%-9.4pp |
| Employer contribution / active EE | $9,013 | $17,064-47.2% | $27,968-67.8% | $16,539-45.5% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |