| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6 years Filed as: BNY MELLON INVSTMNT MGMT CAYMAN LTD Service code 28 | Investment Management | $576,441 |
BENESYS, INC.4 years Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $322,259 |
MILLIMAN, INC.2 years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $192,941 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $191,850 |
Service code 28 · EIN 04-2895544 | Investment Management | $165,000 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 · EIN 95-3692822 | Investment Management | $147,635 |
Service code 29 · EIN 26-1367865 | Legal | $122,193 |
Service code 28 · EIN 26-2237421 | Investment Management | $118,549 |
NEPC, LLC3 years Service code 17 · EIN 26-1429809 | Pension Consulting | $101,250 |
BERNZOTT CAPITAL ADVISORS3 years Service code 28 · EIN 77-0464710 | Investment Management | $99,228 |
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -14.37% | -7.95%-6.4pp | -5.85%-8.5pp | 23.41%-37.8pp |
| Employer contribution / active EE | $12,369 | $13,972-11.5% | $31,839-61.2% | $12,650-2.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |