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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT7+ years Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $291,039 |
RIVER AND MERCANTILE LLC2 years Filed as: RIVER & MERCANTILE LLC Service code 11 · EIN 04-3513306 | Actuarial | $151,551 |
THE BANK OF NEW YORK MELLON3 years Service code 19 · EIN 13-5160382 | Securities Custodian | $104,887 |
BDO USA, LLP7+ years Service code 10 · EIN 13-5381590 | Accounting | $73,544 |
PITTA LLP7+ years Filed as: PITTA & GIBLIN Service code 29 · EIN 26-3852082 | Legal | $48,644 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 16 · EIN 13-2919773 | Consulting | $46,770 |
STROOCK & STROOCK & LAVAN7+ years Service code 29 · EIN 13-5539787 | Legal | $23,038 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $163,948-100.0% | $454,052-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.6%-2.6pp | 18.4%-18.4pp | 8.4%-8.4pp |
| Annual return | 0.59% | 11.99%-11.4pp | 8.95%-8.4pp | 18.35%-17.8pp |
| Employer contribution / active EE | $2,806 | $18,406-84.8% | $46,559-94.0% | $14,669-80.9% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $709-100.0% | $19,831-100.0% | $9,141-100.0% |