| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 86-0785790 | Plan Administrator | $765,288 |
Service code 11 · EIN 26-1370698 | Actuarial | $417,217 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $346,429 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BNY MELLON INVT MGMT / WALTER SCOTT Service code 51 · EIN 13-5673135 | Investment Mgmt Fees | $303,754 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-1503999 | Actuarial | $193,527 |
MEKETA INVESTMENT GROUP9 years Service code 17 · EIN 04-2659023 | Pension Consulting | $180,000 |
ULLICO2 years Filed as: ULLICO INFRASTRUCTURE TAX EXEMPT FD Service code 28 · EIN 90-0622302 | Investment Management | $166,756 |
US BANK10+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $165,990 |
Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $160,091 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE COMPANY OF AM Service code 28 · EIN 22-1211670 | Investment Management | $113,997 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 6.05% | 8.48%-2.4pp | 148.78%-142.7pp | 8.48%-2.4pp |
| Employer contribution / active EE | $2,432 | $9,949-75.6% | $26,858-90.9% | $9,949-75.6% |
| Participant deferral / active EE | $0 | $734-100.0% | $63-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |