| Provider | Service type | Compensation |
|---|---|---|
Filed as: BNY MELLON INVESTMENT ADVISER, INC Service code 28 · EIN 13-5673135 | Investment Management | $474,943 |
BENESYS, INC.6 years Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $349,709 |
KPEIF II, LLC1 year Service code 28 · EIN 82-4594011 | Investment Management | $244,408 |
Service code 28 · EIN 04-2895544 | Investment Management | $206,589 |
MILLIMAN, INC.7 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $202,788 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $187,213 |
ALLSPRING4 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 · EIN 95-3692822 | Investment Management | $186,484 |
Service code 28 · EIN 20-0292745 | Investment Management | $141,154 |
Service code 29 · EIN 26-1367865 | Legal | $132,507 |
GLOBAL TRUST COMPANY7 years Service code 10 · EIN 26-3761443 | Accounting | $125,956 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 4.02% | 10.33%-6.3pp | 8.10%-4.1pp | 9.30%-5.3pp |
| Employer contribution / active EE | $11,959 | $14,972-20.1% | $28,649-58.3% | $12,551-4.7% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |