Filed August 10, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 13 · EIN 94-1687665 | Contract Administrator | $214,525 |
Service code 11 · EIN 13-3689044 | Actuarial | $111,260 |
COLUMBIA8+ years Filed as: COLUMBIA MGMT INVSTMT ADVISORS, LLC Service code 27 225 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $83,891 |
ALLSPRING1 year Filed as: ALLSPRING MID VALUE Service code 27 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Advisory (Plan) | $15,474 |
BAIRD FUNDS8+ years Filed as: BAIRD FUNDS, INC. Service code 27 P.O. BOX 701 · MILWAUKEE, WI 282026002 | Advisory (Plan) | $13,552 |
MFS INVESTMENT MANAGEMENT8+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 27 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Advisory (Plan) | $12,111 |
Filed as: ROCATION INVESTMENT ADV, LLC Service code 27 20 GLOVER AVENUE · NORWALK, CT 06850 | Advisory (Plan) | $11,690 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES LARGE CAP GROWTH Service code 27 P.O BOX 219594 · KANSAS CITY, MO 641219594 | Advisory (Plan) | $9,230 |
Filed as: TCW LCG Service code 27 865 SOUTH FIGUEROA · LOS ANGELES, CA 90017 | Advisory (Plan) | $8,483 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,843-100.0% | $53,690-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 8.6%-8.6pp | 9.9%-9.9pp |
| Annual return | -21.11% | -10.02%-11.1pp | -4.80%-16.3pp | -5.25%-15.9pp |
| Employer contribution / active EE | $48,864 | $10,293+374.7% | $30,897+58.1% | $15,161+222.3% |
| Participant deferral / active EE | $0 | $88-100.0% | $64-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $40,849-100.0% | $3,859-100.0% |