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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON INV MGMT CAYMAN LTD Service code 28 | Investment Management | $1,495,351 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES AND COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $985,215 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 · EIN 75-3019302 | Investment Management | $868,715 |
Service code 28 · EIN 52-1200960 | Investment Management | $791,639 |
AMERICAN REALTY ADVISORS5+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $695,836 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $510,058 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $444,464 |
BLACKSTONE1 year Service code 28 · EIN 83-3025827 | Investment Management | $441,464 |
LAZARD ASSET MANAGEMENT5+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $423,446 |
POLEN CAPITAL4 years Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 28 · EIN 26-0319356 | Investment Management | $399,900 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | -0.48% | 13.80%-14.3pp | 8.01%-8.5pp | 13.80%-14.3pp |
| Employer contribution / active EE | $17,219 | $10,386+65.8% | $29,476-41.6% | $10,386+65.8% |
| Participant deferral / active EE | $0 | $448-100.0% | $735-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |