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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $767,340 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MIMC Service code 28 | Investment Management | $728,750 |
WALTER SCOTT & PARTNERS LIMITED3+ years Service code 28 · EIN 98-0465834 | Investment Management | $558,725 |
PIMCO FUNDS3+ years Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $487,628 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INVESTMENT MNGMT INC Service code 28 · EIN 13-3040307 | Investment Management | $460,661 |
HEXAVEST INC.3+ years Service code 28 · EIN 27-4751870 | Investment Management | $336,594 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $193,670 |
Filed as: STATE STREET BANK & TRUST CO. Service code 15 · EIN 27-1219471 | Recordkeeping | $164,400 |
CARDINAL INVESTMENT ADVISORS3+ years Filed as: CARDINAL INVESTMENT ADVISOR Service code 27 · EIN 36-4464580 | Advisory (Plan) | $110,000 |
Filed as: CONDUENT HR CONSULTING Service code 11 · EIN 13-3954297 | Actuarial | $70,150 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 14.26% | 12.92%+1.3pp | 10.36%+3.9pp | 17.84%-3.6pp |
| Employer contribution / active EE | $20,378 | $14,070+44.8% | $37,738-46.0% | $14,688+38.7% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |