| Provider | Service type | Compensation |
|---|---|---|
SOUND SHORE5+ years Filed as: SOUND SHORE MANAGEMENT, INC. Service code 28 · EIN 13-2509799 | Investment Management | $453,560 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 21 · EIN 13-2614959 | Bank Trustee | $369,126 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $360,128 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Service code 28 · EIN 95-2705767 | Investment Management | $348,395 |
MERCER5+ years Filed as: MERCER INVESTMENTS MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $69,293 |
Service code 11 · EIN 53-0181291 | Actuarial | $67,500 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 18.27% | 53.17%-34.9pp | 18.06%+0.2pp | 21.83%-3.6pp |
| Employer contribution / active EE | $0 | $14,715-100.0% | $30,411-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |