Filed August 10, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 13 · EIN 94-1687665 | Contract Administrator | $212,567 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 11 · EIN 13-3689044 | Actuarial | $154,605 |
COLUMBIA10+ years Filed as: COLUMBIA MGMT INVSTMT ADVISORS, LLC Service code 27 225 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $111,479 |
FORVIS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $31,185 |
Filed as: ROCATION INVESTMENT ADV, LLC Service code 27 20 GLOVER AVENUE · NORWALK, CT 06850 | Advisory (Plan) | $13,090 |
Filed as: PRINCIPAL Service code 27 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $12,038 |
ALLSPRING3 years Filed as: ALLSPRING MID VALUE Service code 27 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Advisory (Plan) | $10,024 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES LARGE CAP GROWTH Service code 27 P.O BOX 219594 · KANSAS CITY, MO 641219594 | Advisory (Plan) | $8,698 |
Filed as: TCW LCG Service code 27 865 SOUTH FIGUEROA · LOS ANGELES, CA 90017 | Advisory (Plan) | $7,957 |
MFS INVESTMENT MANAGEMENT10+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 27 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Advisory (Plan) | $7,248 |
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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 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 4.66% | 7.22%-2.6pp | 6.70%-2.0pp | 8.21%-3.5pp |
| Employer contribution / active EE | $61,364 | $12,542+389.3% | $25,217+143.3% | $13,841+343.4% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |