| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: STANDISH MELLON ASSET MGMT, LLC Service code 28 · EIN 25-1890416 | Investment Management | $548,105 |
BOSTON PARTNERS1 year Filed as: BOSTON COMPANY ASSET MANAGEMENT, LL Service code 28 · EIN 04-3404987 | Investment Management | $504,811 |
RICHMOND CAPITAL MANAGEMENT2+ years Service code 28 · EIN 54-1288566 | Investment Management | $442,867 |
MERCER2+ years Filed as: WILLIAM M. MERCER, INC. Service code 11 · EIN 13-2834414 | Actuarial | $401,450 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $260,321 |
AFSCME2+ years Service code 13 · EIN 53-0237781 | Contract Administrator | $251,175 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING, INC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $112,268 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 · EIN 04-1867445 | Investment Management | $51,317 |
BOND BROTHERS2+ years Filed as: BOND BEEBE, P.C. Service code 10 · EIN 52-1044197 | Accounting | $44,205 |
RHUMBLINE ADVISORS1 year Service code 28 · EIN 04-3118582 | Investment Management | $25,915 |
Participant contribution per participant 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 | $381,942,733-100.0% | $115,939-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 7.10% | 5.69%+1.4pp | 3.97%+3.1pp | 9.19%-2.1pp |
| Employer contribution / active EE | $12,353 | $14,808-16.6% | $28,168-56.1% | $12,608-2.0% |
| Participant deferral / active EE | $5,106 | $2,219+130.1% | $274+1761.2% | $1,615+216.2% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,837-100.0% | $2,655,710-100.0% |