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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 91-1363171 | Accounting | $964,364 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $563,121 |
WESTERN ASSET MANAGEMENT COMPANY9+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $434,062 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: JP MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $226,700 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $223,244 |
Service code 29 · EIN 91-0889948 | Legal | $215,483 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 | Investment Management | $215,207 |
NEPC, LLC8 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $212,789 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $193,404 |
GLOBAL TRUST COMPANY6 years Service code 28 · EIN 26-3761443 | Investment Management | $111,774 |
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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 | $92,238-100.0% | $163,428-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 15.9%-15.9pp | 2.3%-2.3pp |
| Annual return | 10.59% | 7.85%+2.7pp | 9.36%+1.2pp | 37.77%-27.2pp |
| Employer contribution / active EE | $25,766 | $16,947+52.0% | $31,270-17.6% | $15,798+63.1% |
| Participant deferral / active EE | $0 | $3,293-100.0% | $263-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $1,044-100.0% | $9,460-100.0% | $9,287-100.0% |