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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON INV MGMT CAYMAN LTD Service code 28 | Investment Management | $1,401,349 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES AND COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $878,660 |
Service code 28 · EIN 52-1200960 | Investment Management | $705,281 |
GAMCO ASSET MANAGEMENT4+ years Filed as: GAMCO ASSET MANAGEMENT INC Service code 28 · EIN 13-4044521 | Investment Management | $647,676 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $522,948 |
GLOBAL TRUST COMPANY4+ years Service code 21 · EIN 26-3761443 | Bank Trustee | $466,153 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 · EIN 75-3019302 | Investment Management | $434,754 |
AMERICAN REALTY ADVISORS4+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $402,162 |
NUVEEN4+ years Filed as: NWQ INVESTMENT MANAGEMENT CO LLC Service code 28 · EIN 47-0875103 | Investment Management | $395,873 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $379,115 |
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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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Annual investment return 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 | $894,319,009-100.0% | $362,723-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 3.95% | 24.48%-20.5pp | 10.56%-6.6pp | 24.48%-20.5pp |
| Employer contribution / active EE | $19,493 | $9,418+107.0% | $30,199-35.4% | $9,418+107.0% |
| Participant deferral / active EE | $0 | $501-100.0% | $33-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,168-100.0% | $2,968,729-100.0% |