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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $117,842 |
FIDUCIARY MANAGEMENT, INC.7+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $79,655 |
ARISTOTLE CAPITAL MANAGEMENT5 years Filed as: ARISTOTLE Service code 28 125 SUMMER ST, STE 1220 · BOSTON, MA 02110 | Investment Management | $76,620 |
HARDING LOEVNER LP7+ years Filed as: HARDING LOEVNER Service code 28 · EIN 22-3010247 | Investment Management | $75,391 |
MORGAN STANLEY SMITH BARNEY7+ years Service code 27 4520 MAIN ST STE. 800 · KANSAS CITY, MO 64111 | Advisory (Plan) | $69,851 |
DELAWARE INVESTMENTS6 years Filed as: MACQUARIE ASSET MANAGEMENT Service code 28 2005 MARKET ST · PHILADELPHIA, PA 191037094 | Investment Management | $66,447 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 | Actuarial | $52,936 |
Filed as: LONGFELLOW MANAGEMENT Service code 28 20 WINTHROP SQ · BOSTON, MA 02110 | Investment Management | $37,130 |
MICHELLE OCHOCINSKI7+ years Filed as: MICHELLE ROSS Service code 30 6321 BLUE RIDGE BLVD · RAYTOWN, MO 64133 | Employee (plan); Direct payment from ... | $36,318 |
FINANCIAL COUNSELORS INC5 years Service code 28 · EIN 43-0890172 | Investment Management | $32,744 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -5.32% | -8.26%+2.9pp | -5.85%+0.5pp | 2.77%-8.1pp |
| Employer contribution / active EE | $6,623 | $12,543-47.2% | $31,839-79.2% | $15,262-56.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |