| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON INVSTMNT MGMT CAYMAN LTD Service code 28 | Investment Management | $485,602 |
BENESYS, INC.2 years Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $297,685 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $191,838 |
Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $165,000 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $161,696 |
Service code 29 · EIN 26-1367865 | Legal | $116,744 |
MILLIMAN, INC.3 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $111,944 |
THE BANK OF NEW YORK MELLON6+ years Service code 28 · EIN 25-6078093 | Investment Management | $100,532 |
GLOBAL TRUST COMPANY3 years Service code 21 · EIN 26-3761443 | Bank Trustee | $100,514 |
NEPC, LLC1 year 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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 16.65% | 6.82%+9.8pp | 8.01%+8.6pp | 12.86%+3.8pp |
| Employer contribution / active EE | $9,993 | $12,695-21.3% | $29,476-66.1% | $13,687-27.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |