Filed August 10, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $259,672 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 13 · EIN 94-1687665 | Contract Administrator | $214,083 |
COLUMBIA3+ years Filed as: COLUMBIA MGMT INVSTMT ADVISORS, LLC Service code 16 225 FRANKLIN STREET · BOSTON, MA 02110 | Consulting | $68,638 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $45,060 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES FUNDS Service code 16 P.O. BOX 219594 · KANSAS CITY, MO 641219594 | Consulting | $30,765 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 16 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Consulting | $30,457 |
THE PFE GROUP2 years Service code 16 153 CORDAVILLE RD #230 · SOUTHBOROUGH, MA 01772 | Consulting | $21,730 |
BAIRD FUNDS3+ years Filed as: BAIRD FUNDS, INC. Service code 16 C/O U.S. BANCORP FUND SERVICES, LLC · MILWAUKEE, WI 532010701 | Consulting | $15,496 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 16 301 SOUTH COLLEGE STREET · CHARLOTTE, NC 282026002 | Consulting | $13,420 |
Service code 16 2805 DALLAS PARKWAY · PLANO, TX 75093 | Consulting | $5,102 |
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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 | $44,091-100.0% | $180,484-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 4.5%-4.5pp |
| Annual return | 16.25% | 18.28%-2.0pp | 10.53%+5.7pp | 13.95%+2.3pp |
| Employer contribution / active EE | $25,065 | $11,746+113.4% | $29,360-14.6% | $16,598+51.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $54-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,273-100.0% | $612-100.0% |