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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $609,163 |
INCOME RESEARCH & MANAGEMENT5+ years Service code 28 · EIN 04-2955404 | Investment Management | $119,009 |
THE BANK OF NEW YORK MELLON5+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $70,129 |
THE BANK OF NEW YORK MELLON5+ years Service code 18 · EIN 13-5160382 | Trustee (directed); Investment manage... | $31,529 |
Filed as: KRONICK KALADA BERDY & CO Service code 10 · EIN 23-2667890 | Accounting | $19,200 |
AON CONSULTING3 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $7,600 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 18.90% | 17.95%+0.9pp | 13.45%+5.4pp | 21.83%-2.9pp |
| Employer contribution / active EE | $15,609 | $16,835-7.3% | $26,057-40.1% | $12,237+27.6% |
| Participant deferral / active EE | $0 | $317-100.0% | $181-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |