| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: THE BANK OF NEW YORK MELLON CORP Service code 19 · EIN 13-5160382 | Securities Custodian | $340,029 |
SEI INVESTMENTS1+ years Service code 28 · EIN 23-1707341 | Investment Management | $267,140 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $114,561 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR, INC Service code 28 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Management | $62,206 |
AON CONSULTING1+ years Filed as: AON INVESTMENTS USA INC Service code 28 ONE LIBERTY PLAZA 165 BROADWAY · NEW YORK, NY 10006 | Investment Management | $52,794 |
CONDUENT HR CONSULTING, LLC1+ years Filed as: CONDUENT HR SOLUTIONS, LLC Service code 13 100 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Contract Administrator | $41,090 |
WEST PUBLISHING CORPORATION1+ years Filed as: WEST PUBLISHING CORP Service code 49 610 OPPERMAN DRIVE · EAGAN, MN 55123 | Other Services | $16,933 |
Employer contribution per participant 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 | $0 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 12.72% | 8.48%+4.2pp | 8.04%+4.7pp | 8.48%+4.2pp |
| Employer contribution / active EE | $1,800 | $9,949-81.9% | $42,693-95.8% | $9,949-81.9% |
| Participant deferral / active EE | $0 | $734-100.0% | $66-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |