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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 74-0694415 | Investment Management | $143,990 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 | Investment Management | $139,199 |
Filed as: BARROW, HANLEY, MEWWHINNEY Service code 28 · EIN 75-2403190 | Investment Management | $124,147 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA CAPITAL MANAGEMENT CO., LLC Service code 28 · EIN 58-2236910 | Investment Management | $107,404 |
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $106,141 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $56,566 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $24,900 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $13,577 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 7.25% | 4.08%+3.2pp | 3.97%+3.3pp | 11.88%-4.6pp |
| Employer contribution / active EE | $61,905 | $19,692+214.4% | $28,168+119.8% | $14,612+323.7% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |