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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $353,036 |
COLUMBIA3+ years Filed as: COLUMBIA MANAGEMENT Service code 28 P.O. BOX 219104 · KANSAS CITY, MO 641219104 | Investment Management | $153,090 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 21 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $149,024 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS RESEARCH INTERNATIONAL Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 021997632 | Investment Management | $13,628 |
Filed as: MARTIN CURRIE GLOBAL Service code 28 | Investment Management | $13,506 |
EARNEST PARTNERS, LLC3+ years Filed as: EARNEST PARTNERS Service code 28 1180 PEACHTREE ST. · ATLANTA, GA 30309 | Investment Management | $8,429 |
LOOMIS SAYLES3+ years Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $8,157 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS LCV Service code 28 PO BOX 219341 · KANSAS CITY, MO 641219341 | Investment Management | $7,984 |
BLACKROCK3+ years Service code 28 295 MADISON AVENUE · NEW YORK, NY 10017 | Investment Management | $7,581 |
ARISTOTLE CAPITAL MANAGEMENT3+ years Filed as: ARISTOTLE Service code 28 11100 SANTA MONICA BLVD. · LOS ANGELES, CA 90025 | Investment Management | $7,578 |
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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 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 16.58% | 8.46%+8.1pp | 9.82%+6.8pp | 8.76%+7.8pp |
| Employer contribution / active EE | $3,903 | $11,054-64.7% | $30,322-87.1% | $16,664-76.6% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |