| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $321,021 |
FISHER INVESTMENTS1+ years Service code 28 · EIN 94-3029777 | Investment Management | $235,832 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GUARDIAN TRUST CO Service code 28 · EIN 95-2553868 | Investment Management | $220,318 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $195,876 |
Filed as: BARROW HANLEY, MEWINNEY INC Service code 28 · EIN 75-2403190 | Investment Management | $191,430 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH INVESTMENT MANAGEMENT Service code 28 · EIN 01-0614895 | Investment Management | $166,168 |
MERCER1+ years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $142,795 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $128,267 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $24,500 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $308,850-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 0.0%0pp |
| Annual return | 15.52% | 9.56%+6.0pp | 14.41%+1.1pp | 17.84%-2.3pp |
| Employer contribution / active EE | $10,302 | $24,624-58.2% | $45,283-77.3% | $14,688-29.9% |
| Participant deferral / active EE | $0 | $2,747-100.0% | $125-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,941-100.0% | - |