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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 15 · EIN 22-2232269 | Recordkeeping | $523,332 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1681731 | Bank Trustee | $247,665 |
COLUMBIA3 years Filed as: COLUMBIA MANAGEMENT INVESTMENT SVCS Service code 28 PO BOX 8081 · BOSTON, MA 022668081 | Investment Management | $114,547 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS INVESTMENT INC Service code 28 · EIN 95-4687340 | Investment Management | $22,237 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $22,164 |
ROBECO INVESTMENT MANAGEMENT4+ years Filed as: ROBECO INVESTMENT MANGEMENT Service code 28 ONE BEACON STREET · BOSTON, MA 02108 | Investment Management | $14,360 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WA 53202 | Investment Management | $14,347 |
CAMBIAR INVESTORS LLC4+ years Service code 28 · EIN 84-1596610 | Investment Management | $11,169 |
FULLER & THALER ASSET MANAGEMENT4+ years Service code 28 · EIN 94-3176968 | Investment Management | $10,414 |
Filed as: PEREGRINE INVESTMENT ADVISORS, LLC Service code 28 101 WEBSTER CIRCLE, SUITE 201 · MADISON, MS 39110 | Investment Management | $10,380 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,026,966-100.0% | $336,864-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 1.8%-1.8pp |
| Annual return | -7.12% | -1.65%-5.5pp | -3.29%-3.8pp | 0.19%-7.3pp |
| Employer contribution / active EE | $5,144 | $15,083-65.9% | $36,762-86.0% | $13,763-62.6% |
| Participant deferral / active EE | $0 | $32-100.0% | $11-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $6,121-100.0% | $426-100.0% |