| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $428,154 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $177,866 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Filed as: INTECH INVESTMENT MANAGEMENT Service code 28 · EIN 01-0614895 | Investment Management | $161,681 |
AMERICAN FUNDS4+ years Filed as: CAPITAL GUARDIAN TRUST CO Service code 28 · EIN 95-2553868 | Investment Management | $160,303 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $154,482 |
Filed as: BARROW HANLEY, MEWINNEY INC Service code 28 · EIN 75-2403190 | Investment Management | $147,224 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $26,333 |
JACKSON LEWIS P.C.1 year Service code 29 · EIN 46-3862389 | Legal | $13,124 |
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 | $305,030-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.0%0pp |
| Annual return | 13.75% | 12.86%+0.9pp | 380.71%-367.0pp | 12.86%+0.9pp |
| Employer contribution / active EE | $4,651 | $13,687-66.0% | $45,089-89.7% | $13,687-66.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $272-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,800-100.0% | - |