Filed August 10, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 13 · EIN 94-1687665 | Contract Administrator | $216,851 |
Service code 11 · EIN 13-3689044 | Actuarial | $111,104 |
COLUMBIA2+ years Filed as: COLUMBIA MGMT INVSTMT ADVISORS, LLC Service code 16 225 FRANKLIN STREET · BOSTON, MA 02110 | Consulting | $76,177 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $45,560 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 16 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Consulting | $28,567 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES FUNDS Service code 16 P.O. BOX 219594 · KANSAS CITY, MO 641219594 | Consulting | $26,104 |
THE PFE GROUP1 year Service code 16 153 CORDAVILLE RD #230 · SOUTHBOROUGH, MA 01772 | Consulting | $15,693 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 16 301 SOUTH COLLEGE STREET · CHARLOTTE, NC 282026002 | Consulting | $8,655 |
BAIRD FUNDS2+ years Filed as: BAIRD FUNDS, INC. Service code 16 C/O U.S. BANCORP FUND SERVICES, LLC · MILWAUKEE, WI 532010701 | Consulting | $8,635 |
Filed as: FULLER & THALER ASSET MGMT, INC. Service code 16 411 BOREL AVE #300 · SAN MATEO, CA 94402 | Consulting | $7,075 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 8.53% | 7.64%+0.9pp | 7.98%+0.6pp | 11.88%-3.3pp |
| Employer contribution / active EE | $21,117 | $10,406+102.9% | $23,724-11.0% | $14,612+44.5% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |