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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $69,188 |
FIDUCIARY MANAGEMENT, INC.5+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $66,331 |
DELAWARE INVESTMENTS4 years Filed as: MACQUARIE ASSET MANAGEMENT Service code 28 2005 MARKET ST · PHILADELPHIA, PA 191037094 | Investment Management | $61,327 |
HARDING LOEVNER LP5+ years Filed as: HARDING LOEVNER Service code 28 · EIN 22-3010247 | Investment Management | $60,764 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 27 4520 MAIN ST STE. 800 · KANSAS CITY, MO 64111 | Advisory (Plan) | $59,599 |
ARISTOTLE CAPITAL MANAGEMENT3 years Filed as: ARISTOTLE Service code 28 125 SUMMER ST, STE 1220 · BOSTON, MA 02110 | Investment Management | $54,415 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 | Actuarial | $49,186 |
MICHELLE OCHOCINSKI5+ years Filed as: MICHELLE ROSS Service code 30 6321 BLUE RIDGE BLVD · RAYTOWN, MO 64133 | Direct payment from the plan; Employe... | $33,468 |
KIRA DEATLEY5+ years Service code 30 6321 BLUE RIDGE BLVD · RAYTOWN, MO 64133 | Employee (plan); Direct payment from ... | $22,754 |
FINANCIAL COUNSELORS INC3 years Service code 28 · EIN 43-0890172 | Investment Management | $20,142 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 3.78% | 6.41%-2.6pp | 8.01%-4.2pp | 11.45%-7.7pp |
| Employer contribution / active EE | $6,632 | $11,592-42.8% | $29,476-77.5% | $17,219-61.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |