| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: STANDISH MELLON ASSET MGMT, LLC Service code 28 · EIN 25-1890416 | Investment Management | $555,405 |
MERCER1 year Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $470,250 |
RICHMOND CAPITAL MANAGEMENT3+ years Service code 28 · EIN 54-1288566 | Investment Management | $447,561 |
BOSTON PARTNERS2 years Filed as: BOSTON COMPANY ASSET MANAGEMENT, LL Service code 28 · EIN 04-3404987 | Investment Management | $404,340 |
AFSCME3+ years Service code 13 · EIN 53-0237781 | Contract Administrator | $274,601 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $260,799 |
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING, INC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $93,321 |
STATE STREET GLOBAL ADVISORS3+ years Service code 28 · EIN 04-1867445 | Investment Management | $60,388 |
BOND BROTHERS3+ years Filed as: BOND BEEBE, P.C. Service code 10 · EIN 52-1044197 | Accounting | $46,436 |
RHUMBLINE ADVISORS2 years Service code 28 · EIN 04-3118582 | Investment Management | $30,548 |
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 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 12.31% | 13.46%-1.2pp | 9.39%+2.9pp | 17.84%-5.5pp |
| Employer contribution / active EE | $12,353 | $16,846-26.7% | $33,466-63.1% | $14,688-15.9% |
| Participant deferral / active EE | $5,234 | $2,459+112.8% | $657+696.3% | $770+580.1% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |