Filed August 10, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 13 · EIN 94-1687665 | Contract Administrator | $250,802 |
Service code 11 · EIN 13-3689044 | Actuarial | $109,104 |
COLUMBIA7+ years Filed as: COLUMBIA MGMT INVSTMT ADVISORS, LLC Service code 27 225 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $95,200 |
DELOITTE & TOUCHE LLP4 years Service code 10 · EIN 13-3891517 | Accounting | $52,912 |
BAIRD FUNDS7+ years Filed as: BAIRD FUNDS, INC. Service code 27 P.O. BOX 701 · MILWAUKEE, WI 282026002 | Advisory (Plan) | $17,648 |
THE PFE GROUP6 years Service code 27 153 CORDAVILLE RD #230 · SOUTHBOROUGH, MA 01772 | Advisory (Plan) | $16,942 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS SPEICAL US MCV Service code 27 1200 EAST MARSHALL ST. · RICHMOND, VA 23298 | Advisory (Plan) | $15,905 |
MFS INVESTMENT MANAGEMENT7+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 27 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Advisory (Plan) | $12,194 |
Filed as: ROCATION INVESTMENT ADV, LLC Service code 27 20 GLOVER AVENUE · NORWALK, CT 06850 | Advisory (Plan) | $11,295 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $54,060-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 8.4%-8.4pp |
| Annual return | 8.60% | 134.79%-126.2pp | 36.37%-27.8pp | 18.35%-9.7pp |
| Employer contribution / active EE | $41,842 | $12,114+245.4% | $37,223+12.4% | $14,669+185.2% |
| Participant deferral / active EE | $0 | $107-100.0% | $524-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $568-100.0% | $9,141-100.0% |