| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON INVESTMENT MGMT CAYMAN Service code 28 | Investment Management | $510,654 |
BENESYS, INC.2+ years Service code 10 · EIN 38-2383171 | Accounting | $281,751 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 28 · EIN 04-2755549 | Investment Management | $255,230 |
THE BANK OF NEW YORK MELLON2+ years Service code 28 · EIN 25-6078093 | Investment Management | $153,160 |
Filed as: BROWNSTEIN HYATT FARBER SCHRECK Service code 29 · EIN 26-1367865 | Legal | $116,642 |
WESTWOOD TRUST2+ years Filed as: WESTWOOD MANAGEMENT CORP Service code 28 · EIN 13-3160186 | Investment Management | $90,625 |
BERRY & CO., CPA'S LTD1 year Service code 10 · EIN 88-0400174 | Accounting | $86,986 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $81,245 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $75,749 |
Service code 28 · EIN 26-2237421 | Investment Management | $75,712 |
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 5.82% | 3.63%+2.2pp | 4.16%+1.7pp | 9.19%-3.4pp |
| Employer contribution / active EE | $8,123 | $11,363-28.5% | $29,966-72.9% | $12,608-35.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |