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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $228,101 |
INDURE FUND1+ years Service code 28 900 TH ST NW · WASHINGTON, DC 20001 | Investment Management | $194,281 |
PANAGORA ASSET MANAGEMENT1+ years Service code 28 · EIN 04-3063840 470 ATLANTIC AVENUE, 8TH FLOOR · BOSTON, MA 02210 | Investment Management | $186,308 |
SOUTHERN SUN ASSET MANAGEMENT1+ years Service code 28 · EIN 27-2990431 | Investment Management | $159,420 |
Filed as: BARROW HANLEY MEWHINNEY, & STRAUSS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $144,070 |
UNITED ADMINISTRATIVE SERVICES1+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $132,005 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683227 75 STATE STREET · BOSTON, MA 02109 | Investment Management | $128,055 |
MATRIX TRUST COMPANY1+ years Service code 28 · EIN 75-3182674 | Investment Management | $121,796 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANANGEMENT Service code 28 · EIN 95-3692822 3300 WEST SAHARA AVE SUITE 400 · LAS VEGAS, NV 89102 | Investment Management | $114,537 |
KAUFMANN & GOBLE1+ years Service code 11 · EIN 94-2614826 160 W SANTA CLARA ST SUITE 1450 · SAN JOSE, CA 95113 | Actuarial | $102,000 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 1.08% | 1.36%-0.3pp | -1.61%+2.7pp | 1.67%-0.6pp |
| Employer contribution / active EE | $19,866 | $10,832+83.4% | $30,840-35.6% | $10,506+89.1% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |