| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $262,160 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $217,347 |
Filed as: BARROW HANLEY, MEWINNEY INC Service code 28 · EIN 75-2403190 | Investment Management | $135,311 |
AMERICAN FUNDS7+ years Filed as: CAPITAL GUARDIAN TRUST CO Service code 28 · EIN 95-2553868 | Investment Management | $120,111 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Filed as: INTECH INVESTMENT MANAGEMENT Service code 28 · EIN 01-0614895 | Investment Management | $110,573 |
THE BANK OF NEW YORK MELLON7+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $104,111 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $24,696 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $16,097 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS P.C Service code 28 · EIN 46-3862389 | Investment Management | $14,926 |
Service code 29 · EIN 94-2856521 | Legal | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,363-100.0% | $306,246-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 62.9%-62.9pp | 2.2%-2.2pp |
| Annual return | 8.45% | 9.11%-0.7pp | 35.16%-26.7pp | 9.11%-0.7pp |
| Employer contribution / active EE | $13,427 | $12,231+9.8% | $46,401-71.1% | $12,231+9.8% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $72-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $4,448-100.0% | $125-100.0% |