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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 11 · EIN 91-0675641 | Actuarial | $258,347 |
Filed as: ANGELES INVESTMENT ADVISORS Service code 27 · EIN 95-4839031 | Advisory (Plan) | $153,750 |
THE BANK OF NEW YORK MELLON5+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $76,023 |
HEITMAN REAL ESTATE SECURITIES5+ years Filed as: HEITMAN AMERICA REAL ESTATE Service code 28 · EIN 20-8359376 | Investment Management | $47,332 |
ALLEGIANCE CAPITAL LLC1 year Service code 28 · EIN 01-0630784 | Investment Management | $44,260 |
FORVIS, LLP4 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $39,395 |
MERCER1 year Service code 16 · EIN 20-0523163 | Consulting | $20,904 |
Service code 99 · EIN 36-2259540 | Other Fees | $7,802 |
Filed as: BCHR US ACQUISITIONS INC Service code 28 · EIN 83-1116912 | Investment Management | $2,922 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $261,421-100.0% | $248,520-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 59.1%-59.1pp | 35.1%-35.1pp | 47.4%-47.4pp |
| Annual return | 13.51% | 9.46%+4.1pp | 239.57%-226.1pp | 12.16%+1.3pp |
| Employer contribution / active EE | $0 | $52,068-100.0% | $43,837-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $575-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $39,249-100.0% | $36,083-100.0% | $17,640-100.0% |