| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INVSTMNT MGMT CAYMAN LTD Service code 28 | Investment Management | $468,779 |
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL GROUP, LP Service code 28 11100 SANTA MONICA BLVD SUITE 2000 · LOS ANGELES, CA 90025 | Investment Management | $432,694 |
BENESYS, INC.4+ years Service code 10 · EIN 38-2383171 | Accounting | $285,216 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $190,383 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 28 · EIN 04-2755549 | Investment Management | $181,066 |
Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $165,000 |
THE BANK OF NEW YORK MELLON4+ years Service code 28 · EIN 25-6078093 | Investment Management | $124,968 |
Service code 29 · EIN 26-1367865 | Legal | $115,759 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $113,168 |
NEW ENGLAND PENSION CONSULTANTS4+ years Filed as: NEW ENGLAND PENSION CONSULTANTS LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $93,750 |
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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -3.84% | 2.02%-5.9pp | -752.26%+748.4pp | 33.37%-37.2pp |
| Employer contribution / active EE | $8,576 | $12,422-31.0% | $31,802-73.0% | $11,253-23.8% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |