Filed August 10, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 13 · EIN 94-1687665 | Contract Administrator | $183,423 |
Service code 11 · EIN 13-3689044 | Actuarial | $121,104 |
COLUMBIA4+ years Filed as: COLUMBIA MGMT INVSTMT ADVISORS, LLC Service code 27 225 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $58,927 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $38,698 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 27 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Advisory (Plan) | $26,573 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES FUNDS Service code 27 P.O. BOX 219594 · KANSAS CITY, MO 641219594 | Advisory (Plan) | $25,568 |
THE PFE GROUP3 years Service code 27 153 CORDAVILLE RD #230 · SOUTHBOROUGH, MA 01772 | Advisory (Plan) | $22,067 |
BAIRD FUNDS4+ years Filed as: BAIRD FUNDS, INC. Service code 27 P.O. BOX 701 · MILWAUKEE, WI 282026002 | Advisory (Plan) | $15,807 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 27 301 SOUTH COLLEGE STREET · CHARLOTTE, NC 28202 | Advisory (Plan) | $15,547 |
HILLCREST ASSET MANAGEMENT2 years Service code 27 2805 DALLAS PARKWAY · PLANO, TX 75093 | Advisory (Plan) | $6,233 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,197-100.0% | $476,019-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | -9.41% | 13.30%-22.7pp | 4.36%-13.8pp | -0.69%-8.7pp |
| Employer contribution / active EE | $31,549 | $10,363+204.4% | $27,383+15.2% | $16,786+87.9% |
| Participant deferral / active EE | $0 | $246-100.0% | $75-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $14,020-100.0% | $124-100.0% |