| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON Service code 19 · EIN 25-6078093 | Securities Custodian | $831,447 |
SOUTHWEST SERVICE ADMINISTRATORS4+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $601,949 |
NEW ENGLAND PENSION CONSULTANTS4+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $455,324 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $319,220 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST BANK Service code 19 · EIN 13-1423090 | Securities Custodian | $304,426 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN INVESTMENT MGMT., INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $284,685 |
PIMCO FUNDS3 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $253,797 |
WEDGE CAPITAL MANAGEMENT2 years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $188,605 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES AND COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $144,098 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $139,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $192,869-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | -1.70% | -1.95%+0.2pp | -0.77%-0.9pp | -1.95%+0.2pp |
| Employer contribution / active EE | $1,170 | $9,243-87.3% | $29,514-96.0% | $9,243-87.3% |
| Participant deferral / active EE | $0 | $425-100.0% | $36-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $42,257-100.0% | $62,356-100.0% |