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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 91-1363171 | Accounting | $912,337 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $700,743 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $523,745 |
WESTERN ASSET MANAGEMENT COMPANY7+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $354,261 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $247,429 |
Service code 29 · EIN 91-0889948 | Legal | $221,780 |
GLOBAL TRUST COMPANY4 years Service code 21 · EIN 26-3761443 | Bank Trustee | $203,012 |
NEPC, LLC6 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $200,000 |
LAZARD ASSET MANAGEMENT7+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $185,017 |
BERNZOTT CAPITAL ADVISORS2 years Service code 28 · EIN 77-0464710 | Investment Management | $177,967 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,472,696-100.0% | $151,098-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.3%-16.3pp | 0.7%-0.7pp |
| Annual return | 3.66% | 15.51%-11.8pp | 11.31%-7.7pp | 13.24%-9.6pp |
| Employer contribution / active EE | $24,538 | $18,592+32.0% | $35,729-31.3% | $14,616+67.9% |
| Participant deferral / active EE | $0 | $2,191-100.0% | $237-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $20,124-100.0% | $4,137-100.0% |