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| Provider | Service type | Compensation |
|---|---|---|
COOP. BANKS EMPLOYEES RET ASSN.3+ years Service code 14 · EIN 04-6035593 | Plan Administrator | $158,773 |
ACADIAN ASSET MANAGEMENT LLC3+ years Service code 28 · EIN 04-2929221 | Investment Management | $97,708 |
NEPC, LLC3+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $76,815 |
HARDMAN JOHNSTON GLOBAL ADVISORS3+ years Service code 28 · EIN 13-3257590 | Investment Management | $64,829 |
Service code 28 · EIN 46-3465710 | Investment Management | $60,844 |
AGILIS PARTNERS LLC2 years Service code 11 · EIN 04-3513306 | Actuarial | $32,650 |
THE BANK OF NEW YORK MELLON3+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $30,879 |
COPELAND CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 20-3145515 | Investment Management | $26,238 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTION TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $25,250 |
MONDRIAN INVESTMENT GROUP3+ years Service code 28 · EIN 56-2475915 | Investment Management | $24,330 |
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Participant 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 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 29.25% | 8.17%+21.1pp | 9.17%+20.1pp | 7.65%+21.6pp |
| Employer contribution / active EE | $12,422 | $16,702-25.6% | $40,523-69.3% | $20,582-39.6% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |