Filed March 18, 2025
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $1,047,327 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $283,333 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES FUNDS Service code 28 PO BOX 219594 · KANSAS CITY, MO 641219594 | Investment Management | $46,214 |
MFS INVESTMENT MANAGEMENT1+ years Service code 28 PO BOX 55824 · BOSTON, ME 022055824 | Investment Management | $45,746 |
Filed as: TCW GROUP Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $45,489 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $40,532 |
BAIRD FUNDS1+ years Filed as: BAIRD FUNDS INC Service code 28 C/O US BANCORP FUND SERVICES LLC · MILWAUKEE, WI 532010701 | Investment Management | $36,855 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE MCV CAPITAL Service code 28 287 BOWMAN AVENUE · PURCHASE, NY 10577 | Investment Management | $36,212 |
NATIXIS ADVISORS LP1+ years Filed as: NATIXIS GLOBAL ASSET MANAGEMENT LP Service code 28 399 BOYLSTON STREET · BOSTON, ME 02116 | Investment Management | $34,186 |
FULLER & THALER ASSET MANAGEMENT1+ years Service code 28 411 BOREL AVENUE · SAN MATEO, CA 94402 | Investment Management | $28,074 |
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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 | $21,578,776-100.0% | $221,583-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | 3.99% | -5.10%+9.1pp | -6.55%+10.5pp | 33.37%-29.4pp |
| Employer contribution / active EE | $22,533 | $17,560+28.3% | $21,653+4.1% | $11,253+100.2% |
| Participant deferral / active EE | $0 | $304-100.0% | $160-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,920-100.0% | $99,113-100.0% |