Filed March 18, 2025
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $1,052,439 |
Service code 11 · EIN 23-1159360 | Actuarial | $570,213 |
MERCER1 year Service code 11 701 MARKET STREET · ST LOUIS, MO 63101 | Actuarial | $63,413 |
MFS INVESTMENT MANAGEMENT2+ years Service code 28 PO BOX 55824 · BOSTON, ME 022055824 | Investment Management | $45,965 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES FUNDS Service code 28 PO BOX 219594 · KANSAS CITY, MO 641219594 | Investment Management | $45,211 |
Filed as: TCW GROUP Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $43,744 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $38,161 |
NATIXIS ADVISORS LP2+ years Filed as: NATIXIS GLOBAL ASSET MANAGEMENT LP Service code 28 399 BOYLSTON STREET · BOSTON, ME 02116 | Investment Management | $36,325 |
BAIRD FUNDS2+ years Filed as: BAIRD FUNDS INC Service code 28 C/O US BANCORP FUND SERVICES LLC · MILWAUKEE, WI 532010701 | Investment Management | $35,948 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE MCV CAPITAL Service code 28 287 BOWMAN AVENUE · PURCHASE, NY 10577 | Investment Management | $35,178 |
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Annual investment return is in the bottom quintile of the peer cohort.
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% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 6.67% | 17.95%-11.3pp | 13.45%-6.8pp | 21.83%-15.2pp |
| Employer contribution / active EE | $30,670 | $16,835+82.2% | $26,057+17.7% | $12,237+150.6% |
| Participant deferral / active EE | $0 | $317-100.0% | $181-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |