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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $534,450 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1681731 | Bank Trustee | $337,134 |
SCHRODER INVESTMENT MANAGEMENT1+ years Filed as: SCHRODERS Service code 28 875 THIRD AVENUE · NEW YORK, NY 100226225 | Investment Management | $15,184 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS INVESTMENT INC Service code 28 · EIN 95-4687340 | Investment Management | $15,163 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $12,158 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO INVESTMENT MANGEMENT Service code 28 ONE BEACON STREET · BOSTON, MA 02108 | Investment Management | $11,070 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN, SACHS & CO. Service code 28 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $10,567 |
DREMAN VALUE MANAGEMENT, LLC1+ years Service code 28 1515 NORTH FLAGLER DRIVE · WEST PALM BEACH, FL 33401 | Investment Management | $9,286 |
FULLER & THALER ASSET MANAGEMENT1+ years Service code 28 · EIN 94-3176968 | Investment Management | $6,660 |
APEX CAPITAL MANAGEMENT1+ years Filed as: APEX CAPITAL MANAGEMENT LLC Service code 28 701 ROBLEY DR. · LAFAYETTE, LA 70503 | Investment Management | $6,630 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $313,292-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -1.66% | 1.67%-3.3pp | -2.79%+1.1pp | 1.67%-3.3pp |
| Employer contribution / active EE | $0 | $10,506-100.0% | $39,327-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $351-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $15,115-100.0% | $66,276-100.0% |