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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-1442864 | Investment Management | $664,011 |
Service code 11 · EIN 94-3253397 | Actuarial | $305,223 |
Service code 14 · EIN 13-3689044 | Plan Administrator | $227,965 |
MERGANSER CAPITAL MANAGEMENT1+ years Filed as: MERGANSER CAPITAL MANAGEMENT, LLC Service code 28 · EIN 46-3651540 | Investment Management | $180,092 |
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INVESTMENT MGMT Service code 28 · EIN 44-0640487 | Investment Management | $148,090 |
Service code 28 · EIN 36-4199761 | Investment Management | $90,755 |
US BANK1+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 15 · EIN 31-0841368 | Recordkeeping | $71,984 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $45,383 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $12,500 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -2.36% | 4.01%-6.4pp | -2.01%-0.4pp | 1.67%-4.0pp |
| Employer contribution / active EE | $13,629 | $6,352+114.6% | $34,453-60.4% | $10,506+29.7% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |