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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON8 years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $103,575 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 27 4520 MAIN STE 800 · KANSAS CITY, MO 64111 | Advisory (Plan) | $100,226 |
FIDUCIARY MANAGEMENT, INC.10+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $94,802 |
HARDING LOEVNER LP10+ years Filed as: HARDING LOEVNER Service code 28 · EIN 22-3010247 | Investment Management | $74,229 |
ARISTOTLE CAPITAL MANAGEMENT8 years Filed as: ARISTOTLE Service code 28 125 SUMMER ST STE 1220 · BOSTON, MA 02110 | Investment Management | $57,418 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: LONGFELLOW MANAGEMENT Service code 28 20 WINTHROP SQ · BOSTON, MA 02110 | Investment Management | $57,339 |
FINANCIAL COUNSELORS INC8 years Service code 28 · EIN 43-0890172 | Investment Management | $47,929 |
Filed as: ARCHER INVESTMENT MANAGEMENT Service code 28 44411 AUTHENTIC DRIVE · AUSTIN, TX 78736 | Investment Management | $40,222 |
Filed as: HORIZON ACTUARIAL LLC Service code 11 · EIN 26-1370698 | Actuarial | $32,357 |
Filed as: ACCOUNTING SOLUTIONS Service code 10 · EIN 81-2274769 | Accounting | $20,500 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 7.23% | 8.62%-1.4pp | 8.99%-1.8pp | 10.52%-3.3pp |
| Employer contribution / active EE | $8,082 | $14,400-43.9% | $25,171-67.9% | $15,140-46.6% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |