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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232269 | Actuarial | $562,597 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1681731 | Bank Trustee | $213,315 |
COLUMBIA8 years Filed as: COLUMBIA MANAGEMENT INVESTMENT SVCS Service code 28 PO BOX 8081 · BOSTON, MA 022668081 | Investment Management | $110,837 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Investment Management | $21,284 |
MFS INVESTMENT MANAGEMENT9+ years Filed as: MFS INVESTMENT INC Service code 28 · EIN 95-4687340 | Investment Management | $19,471 |
LOOMIS SAYLES9+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $17,840 |
BLACKROCK3 years Filed as: BLACKROCK INVESTMENTS, LLC Service code 28 1 UNIVERSITY SQUARE DRIVE · PRINCETON, NJ 08540 | Investment Management | $16,707 |
Filed as: SCHAFER CULLEN CAPITAL MANAGEMENT Service code 28 645 5TH AVE · NEW YORK, NY 10022 | Investment Management | $10,821 |
FULLER & THALER ASSET MANAGEMENT9+ years Service code 28 · EIN 94-3176968 | Investment Management | $10,437 |
SCHRODER INVESTMENT MANAGEMENT9+ years Filed as: SCHRODERS Service code 28 875 THIRD AVENUE · NEW YORK, NY 100226225 | Investment Management | $9,323 |
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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 | $3,299,877-100.0% | $398,892-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 54.1%-54.1pp | 2.3%-2.3pp |
| Annual return | 10.17% | 7.31%+2.9pp | 8.56%+1.6pp | 37.74%-27.6pp |
| Employer contribution / active EE | $3,176 | $9,805-67.6% | $37,135-91.4% | $15,788-79.9% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $77,551-100.0% | $9,287-100.0% |