| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $392,909 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $257,933 |
AMERICAN FUNDS3+ years Filed as: CAPITAL GUARDIAN TRUST CO Service code 28 · EIN 95-2553868 | Investment Management | $212,509 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $201,148 |
Filed as: BARROW HANLEY, MEWINNEY INC Service code 28 · EIN 75-2403190 | Investment Management | $188,385 |
FISHER INVESTMENTS3+ years Service code 28 · EIN 94-3029777 | Investment Management | $156,682 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: INTECH INVESTMENT MANAGEMENT Service code 28 · EIN 01-0614895 | Investment Management | $153,458 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $34,500 |
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 | $341,093,897-100.0% | $346,182-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 0.0%0pp |
| Annual return | 18.97% | 21.83%-2.9pp | 13.48%+5.5pp | 21.83%-2.9pp |
| Employer contribution / active EE | $22,401 | $12,237+83.1% | $47,067-52.4% | $12,237+83.1% |
| Participant deferral / active EE | $0 | $987-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $14,572-100.0% | $1,551,325-100.0% |