| Provider | Service type | Compensation |
|---|---|---|
Filed as: BNY MELLON INVESTMENT ADVISER, INC. Service code 28 · EIN 13-5673135 | Investment Management | $563,458 |
BENESYS, INC.5 years Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $327,485 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $178,355 |
ALLSPRING3 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 · EIN 95-3692822 | Investment Management | $171,233 |
Service code 28 · EIN 04-2895544 | Investment Management | $165,000 |
MILLIMAN, INC.3 years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $143,665 |
Service code 29 · EIN 26-1367865 | Legal | $125,266 |
Service code 28 · EIN 26-2237421 | Investment Management | $115,316 |
NEPC, LLC4 years Service code 17 · EIN 26-1429809 | Pension Consulting | $108,750 |
GLOBAL TRUST COMPANY6 years Service code 21 · EIN 26-3761443 | Bank Trustee | $108,469 |
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 10.99% | 7.95%+3.0pp | 20.18%-9.2pp | 9.11%+1.9pp |
| Employer contribution / active EE | $14,931 | $14,684+1.7% | $29,108-48.7% | $12,231+22.1% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |