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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZENITH Service code 13 · EIN 52-1590516 | Contract Administrator | $236,166 |
Filed as: WA CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $155,105 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $104,660 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON ASSET SERVICING Service code 19 · EIN 13-5160382 | Securities Custodian | $102,464 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $99,480 |
ALAN BILLER & ASSOCIATES4 years Filed as: ALAN BILLER & ASSOCIATES INC Service code 27 · EIN 94-2854953 | Advisory (Plan) | $90,000 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $88,957 |
ARROWSTREET CAPITAL4 years Filed as: ARROWSTREET Service code 28 · EIN 45-6500555 | Investment Management | $57,607 |
Service code 29 · EIN 91-0889948 | Legal | $41,000 |
UNION DATA SYSTEMS1 year Filed as: NECA STAR UNION DATA SYSTEMS Service code 49 · EIN 27-1619539 | Other Services | $27,547 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,479 | $112,686-57.9% | $170,057-72.1% | $80,169-40.8% |
| Participation rate | 98.1% | 87.4%+10.8pp | 87.0%+11.1pp | 72.9%+25.2pp |
| Annual return | 9.29% | 67.04%-57.8pp | 53.42%-44.1pp | 40.39%-31.1pp |
| Employer contribution / active EE | $2,257 | $4,481-49.6% | $6,790-66.8% | $2,978-24.2% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,411-100.0% | $5,016-100.0% |
| Admin fee / account holder | $279 | $99+181.5% | $12,826-97.8% | $145+92.4% |