Filed September 11, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $231,714 |
CLEARSTEAD ADVISORS, LLC1 year Service code 27 1100 SUPERIOR AVE EAST · CLEVELAND, OH 44114 | Advisory (Plan) | $117,857 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $42,496 |
NUVEEN9+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $27,975 |
MEADEN & MOORE, LTD.4 years Filed as: MEADEN AND MOORE Service code 10 · EIN 34-1818258 | Accounting | $15,200 |
Service code 28 555 W. 5TH STREET #3700 · LOS ANGELES, CA 90013 | Investment Management | $12,773 |
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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 | $9,556,684-100.0% | $848,047-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 16.7%-16.7pp | 2.4%-2.4pp |
| Annual return | 11.37% | 22.81%-11.4pp | 5.63%+5.7pp | 22.81%-11.4pp |
| Employer contribution / active EE | $5,673 | $18,290-69.0% | $36,086-84.3% | $18,290-69.0% |
| Participant deferral / active EE | $0 | $603-100.0% | $0 | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $0 | $85,222-100.0% |