| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON INVESTMENT MGMT CAYMAN Service code 28 | Investment Management | $441,150 |
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $290,918 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $195,635 |
AMERICAN FUNDS2 years Filed as: CRESCENT CAPITAL GROUP, LP Service code 28 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $185,521 |
THE BANK OF NEW YORK MELLON5+ years Service code 28 · EIN 25-6078093 | Investment Management | $175,454 |
Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $164,096 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $130,609 |
Service code 29 · EIN 26-1367865 | Legal | $117,178 |
Filed as: BERNZOTT Service code 28 888 WEST VENTURA BLVD · CAMARILLO, CA 93010 | Investment Management | $97,044 |
NEW ENGLAND PENSION CONSULTANTS5+ 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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 15.36% | 12.20%+3.2pp | 10.56%+4.8pp | 21.83%-6.5pp |
| Employer contribution / active EE | $11,022 | $12,801-13.9% | $30,199-63.5% | $12,237-9.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |