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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $858,245 |
Service code 10 · EIN 91-1363171 | Accounting | $838,534 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $572,571 |
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $250,444 |
Filed as: GRYPHON INT INVESTMENT CORPORATION Service code 27 | Advisory (Plan) | $246,814 |
WILLIAM BLAIR3 years Service code 28 · EIN 27-6331814 | Investment Management | $229,151 |
Service code 29 · EIN 91-0889948 | Legal | $217,633 |
NEPC, LLC3 years Service code 17 · EIN 26-1429809 | Pension Consulting | $211,470 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $202,286 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $182,828 |
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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 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | -5.29% | -1.84%-3.5pp | -0.67%-4.6pp | 0.19%-5.5pp |
| Employer contribution / active EE | $108,736 | $15,717+591.9% | $31,731+242.7% | $13,763+690.1% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |