| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON INVESTMENT MGMT CAYMAN Service code 28 | Investment Management | $434,181 |
BENESYS, INC.1+ years Service code 10 · EIN 38-2383171 | Accounting | $273,540 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 28 · EIN 04-2755549 | Investment Management | $266,635 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $246,998 |
THE BANK OF NEW YORK MELLON1+ years Service code 28 · EIN 25-6078093 | Investment Management | $160,216 |
Filed as: BROWNSTEIN HYATT FARBER SCHRECK Service code 29 · EIN 26-1367865 | Legal | $117,537 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $97,088 |
WESTWOOD TRUST1+ years Filed as: WESTWOOD MANAGEMENT CORP Service code 28 · EIN 13-3160186 | Investment Management | $96,149 |
BERRY & CO., CPA'S LTD1+ years Filed as: BERRY & CO., CPA'S Service code 10 · EIN 88-0400174 | Accounting | $90,621 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $87,905 |
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -0.05% | 1.36%-1.4pp | -1.61%+1.6pp | 1.67%-1.7pp |
| Employer contribution / active EE | $6,897 | $10,832-36.3% | $30,840-77.6% | $10,506-34.3% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |