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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BNY MELLON INV ADVISER, INC. Service code 28 240 GREENWICH STREET · NEW YORK, NY 10286 | Investment Management | $1,792,027 |
NB DYAL ADVISORS LLC4 years Service code 28 · EIN 27-2301101 | Investment Management | $1,537,842 |
INTECH INVESTMENT MANAGEMENT LLC8+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 · EIN 75-3019302 | Investment Management | $1,042,546 |
Service code 28 · EIN 52-1200960 | Investment Management | $971,753 |
BLACKSTONE4 years Service code 28 · EIN 83-3025827 | Investment Management | $888,469 |
AMERICAN REALTY ADVISORS8+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $752,255 |
COLUMBIA7 years Filed as: COLUMBIA MGMT INVEST ADVISERS LLC Service code 28 · EIN 41-1533211 | Investment Management | $630,907 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $627,950 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $572,294 |
LAZARD ASSET MANAGEMENT8+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $548,226 |
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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 | $0 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 8.26% | 7.10%+1.2pp | 20.18%-11.9pp | 13.18%-4.9pp |
| Employer contribution / active EE | $19,373 | $12,760+51.8% | $29,108-33.4% | $8,469+128.8% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |