| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON INVSTMNT MGMT CAYMAN LTD Service code 28 | Investment Management | $636,334 |
BENESYS, INC.3 years Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $308,621 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 · EIN 95-3692822 | Investment Management | $219,425 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $183,275 |
Service code 28 · EIN 04-2895544 | Investment Management | $164,886 |
Service code 29 · EIN 26-1367865 | Legal | $133,813 |
GLOBAL TRUST COMPANY4 years Service code 21 · EIN 26-3761443 | Bank Trustee | $132,149 |
AMERICAN FUNDS2 years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $123,161 |
BERNZOTT CAPITAL ADVISORS2 years Service code 28 · EIN 77-0464710 | Investment Management | $120,242 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $117,268 |
Annual investment return 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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 8.52% | 19.37%-10.8pp | 11.08%-2.6pp | 15.63%-7.1pp |
| Employer contribution / active EE | $8,968 | $13,107-31.6% | $28,418-68.4% | $11,476-21.9% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |