| Provider | Service type | Compensation |
|---|---|---|
Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $1,449,753 |
RICHMOND CAPITAL MANAGEMENT5+ years Service code 28 · EIN 54-1288566 | Investment Management | $546,379 |
MERCER1 year Filed as: WILLIAM M MERCER INC Service code 11 · EIN 13-2834414 | Actuarial | $452,300 |
AFSCME5+ years Service code 13 · EIN 53-0237781 | Contract Administrator | $293,779 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $272,457 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING INC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $99,003 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $48,625 |
RHUMBLINE ADVISORS4 years Service code 28 · EIN 04-3118582 | Investment Management | $43,701 |
STATE STREET GLOBAL ADVISORS5+ years Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $31,414 |
BREDHOFF & KAISER2 years Filed as: BREDHOFF & KAISER PLLC Service code 29 · EIN 52-0969534 | Legal | $11,203 |
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 | $341,093,897-100.0% | $161,646-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 0.0%0pp |
| Annual return | 19.95% | 21.83%-1.9pp | 12.93%+7.0pp | 21.83%-1.9pp |
| Employer contribution / active EE | $17,382 | $12,237+42.0% | $35,210-50.6% | $12,237+42.0% |
| Participant deferral / active EE | $5,727 | $987+480.0% | $458+1151.8% | $987+480.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $4,659-100.0% | $1,551,325-100.0% |