| Provider | Service type | Compensation |
|---|---|---|
MERCER8+ years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $1,005,705 |
THE BANK OF NEW YORK MELLON8+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Investment ma... | $212,530 |
Filed as: JPMORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $199,793 |
Filed as: MELLON INVESTMENTS Service code 28 · EIN 25-1442864 | Investment Management | $141,574 |
AMERICAN FUNDS1 year Filed as: CAPITAL GUARDIAN TRUST Service code 28 · EIN 95-2553868 | Investment Management | $109,220 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $74,535 |
INTECH INVESTMENT MANAGEMENT LLC8+ years Filed as: INTECH INVESTMENT MANAGEMENT Service code 28 · EIN 01-0614895 | Investment Management | $24,493 |
JACKSON LEWIS P.C.2 years Filed as: JACKSON LEWIS P.C Service code 28 · EIN 46-3862389 | Investment Management | $11,295 |
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 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 2.04% | 9.30%-7.3pp | 8.04%-6.0pp | 9.30%-7.3pp |
| Employer contribution / active EE | $7,758 | $12,551-38.2% | $42,693-81.8% | $12,551-38.2% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |