Filed August 10, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 13 · EIN 94-1687665 | Contract Administrator | $208,176 |
Service code 11 · EIN 13-3689044 | Actuarial | $131,588 |
COLUMBIA5+ years Filed as: COLUMBIA MGMT INVSTMT ADVISORS, LLC Service code 27 225 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $81,557 |
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $39,471 |
THE PFE GROUP4 years Service code 27 153 CORDAVILLE RD #230 · SOUTHBOROUGH, MA 01772 | Advisory (Plan) | $27,724 |
BAIRD FUNDS5+ years Filed as: BAIRD FUNDS, INC. Service code 27 P.O. BOX 701 · MILWAUKEE, WI 282026002 | Advisory (Plan) | $11,353 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS SPEICAL US MCV Service code 27 1200 EAST MARSHALL ST. · RICHMOND, VA 23298 | Advisory (Plan) | $8,948 |
MFS INVESTMENT MANAGEMENT5+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 27 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Advisory (Plan) | $5,704 |
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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 | $46,244-100.0% | $50,635-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 2.8%-2.8pp |
| Annual return | 25.90% | 15.46%+10.4pp | 18.06%+7.8pp | 16.32%+9.6pp |
| Employer contribution / active EE | $36,392 | $10,289+253.7% | $30,411+19.7% | $17,007+114.0% |
| Participant deferral / active EE | $0 | $214-100.0% | $40-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,675-100.0% | $127-100.0% |