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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INV MGMT CAYMAN LTD Service code 28 | Investment Management | $1,316,595 |
GAMCO ASSET MANAGEMENT3+ years Filed as: GAMCO ASSET MANAGEMENT INC Service code 28 · EIN 13-4044521 | Investment Management | $858,584 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES AND COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $800,690 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $523,414 |
AMERICAN REALTY ADVISORS3+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $522,597 |
GLOBAL TRUST COMPANY3+ years Service code 21 · EIN 26-3761443 | Bank Trustee | $465,742 |
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $440,459 |
NUVEEN3+ years Filed as: NWQ INVESTMENT MANAGEMENT CO LLC Service code 28 · EIN 47-0875103 | Investment Management | $396,345 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 · EIN 75-3019302 | Investment Management | $382,999 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $377,183 |
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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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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 | $7,764,297-100.0% | $245,396-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 9.20% | -1.95%+11.1pp | -752.26%+761.5pp | -1.95%+11.1pp |
| Employer contribution / active EE | $18,954 | $9,243+105.1% | $31,802-40.4% | $9,243+105.1% |
| Participant deferral / active EE | $0 | $425-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,223-100.0% | $62,356-100.0% |