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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $617,435 |
COLUMBIA2+ years Filed as: COLUMBIA MANAGEMENT Service code 28 P.O. BOX 219104 · KANSAS CITY, MO 641219104 | Investment Management | $167,365 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $151,947 |
Filed as: MARTIN CURRIE GLOBAL Service code 28 | Investment Management | $13,179 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS RESEARCH INTERNATIONAL Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 021997632 | Investment Management | $10,173 |
EARNEST PARTNERS, LLC2+ years Filed as: EARNEST PARTNERS Service code 28 1180 PEACHTREE ST. · ATLANTA, GA 30309 | Investment Management | $7,568 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS LCV Service code 28 PO BOX 219341 · KANSAS CITY, MO 641219341 | Investment Management | $7,043 |
BLACKROCK2+ years Service code 28 295 MADISON AVENUE · NEW YORK, NY 10017 | Investment Management | $6,512 |
ARISTOTLE CAPITAL MANAGEMENT2+ years Filed as: ARISTOTLE Service code 28 11100 SANTA MONICA BLVD. · LOS ANGELES, CA 90025 | Investment Management | $6,461 |
LOOMIS SAYLES2+ years Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $6,065 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 4.73% | 17.94%-13.2pp | 32.33%-27.6pp | 37.74%-33.0pp |
| Employer contribution / active EE | $22,134 | $10,320+114.5% | $33,960-34.8% | $15,788+40.2% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |