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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232269 | Actuarial | $525,856 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1681731 | Bank Trustee | $233,850 |
COLUMBIA7 years Filed as: COLUMBIA MANAGEMENT INVESTMENT SVCS Service code 28 PO BOX 8081 · BOSTON, MA 022668081 | Investment Management | $114,964 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Investment Management | $24,378 |
MFS INVESTMENT MANAGEMENT8+ years Filed as: MFS INVESTMENT INC Service code 28 · EIN 95-4687340 | Investment Management | $21,120 |
BLACKROCK2 years Filed as: BLACKROCK INVESTMENTS, LLC Service code 28 1 UNIVERSITY SQUARE DRIVE · PRINCETON, NJ 08540 | Investment Management | $18,074 |
LOOMIS SAYLES8+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $17,091 |
FULLER & THALER ASSET MANAGEMENT8+ years Service code 28 · EIN 94-3176968 | Investment Management | $13,416 |
PEREGRINE CAPITAL MANAGEMENT5 years Filed as: PEREGRINE INVESTMENT ADVISORS, LLC Service code 28 101 WEBSTER CIRCLE, SUITE 201 · MADISON, MS 39110 | Investment Management | $10,669 |
SCHRODER INVESTMENT MANAGEMENT8+ years Filed as: SCHRODERS Service code 28 875 THIRD AVENUE · NEW YORK, NY 100226225 | Investment Management | $9,878 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $565,817-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 0.0%0pp |
| Annual return | -17.55% | -12.27%-5.3pp | -8.79%-8.8pp | 2.77%-20.3pp |
| Employer contribution / active EE | $0 | $13,732-100.0% | $43,463-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $866-100.0% | $1,015-100.0% |