Filed August 10, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 13 · EIN 94-1687665 | Contract Administrator | $224,565 |
Service code 11 · EIN 13-3689044 | Actuarial | $111,104 |
COLUMBIA6+ years Filed as: COLUMBIA MGMT INVSTMT ADVISORS, LLC Service code 27 225 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $89,801 |
DELOITTE & TOUCHE LLP3 years Service code 10 · EIN 13-3891517 | Accounting | $42,298 |
THE PFE GROUP5 years Service code 27 153 CORDAVILLE RD #230 · SOUTHBOROUGH, MA 01772 | Advisory (Plan) | $16,990 |
BAIRD FUNDS6+ years Filed as: BAIRD FUNDS, INC. Service code 27 P.O. BOX 701 · MILWAUKEE, WI 282026002 | Advisory (Plan) | $11,784 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS SPEICAL US MCV Service code 27 1200 EAST MARSHALL ST. · RICHMOND, VA 23298 | Advisory (Plan) | $11,166 |
MFS INVESTMENT MANAGEMENT6+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 27 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Advisory (Plan) | $7,983 |
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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 | $409,661-100.0% | $91,826-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 1.7%-1.7pp |
| Annual return | 19.00% | 20.91%-1.9pp | 793.01%-774.0pp | 627.08%-608.1pp |
| Employer contribution / active EE | $47,525 | $11,580+310.4% | $27,004+76.0% | $18,824+152.5% |
| Participant deferral / active EE | $0 | $179-100.0% | $154-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,239-100.0% | $1,923-100.0% |