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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL BENEFIT SERVICES, LLC1+ years Filed as: 1199SEIU NATIONAL BENEFIT FUND FOR Service code 99 · EIN 13-1628401 | Other Fees | $4,036,986 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $136,125 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUND ADVISOR Service code 51 · EIN 30-0447847 | Investment Mgmt Fees | $118,939 |
LSV ASSET MANAGEMENT1+ years Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $116,121 |
STEP VISUAL COMMUNICATIONS LLC1+ years Filed as: STEP VISUAL COMMUNICATIONS LLP Service code 36 · EIN 26-4662241 | Copying and duplicating | $96,747 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $93,225 |
THOMAS WHITE INTERNATIONAL1+ years Filed as: THOMAS WHITE INTERNATIONAL, LLP Service code 51 · EIN 36-3831152 | Investment Mgmt Fees | $84,830 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 20 · EIN 36-3555078 | Trustee (individual) | $75,925 |
Filed as: TCW INVESTMENT Service code 51 · EIN 93-0939400 | Investment Mgmt Fees | $66,520 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Service code 51 · EIN 95-2705767 | Investment Mgmt Fees | $62,974 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $219,333-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 9.2%-9.2pp |
| Annual return | -4.32% | -1.20%-3.1pp | -2.01%-2.3pp | -0.08%-4.2pp |
| Employer contribution / active EE | $222 | $5,696-96.1% | $34,453-99.4% | $7,991-97.2% |
| Participant deferral / active EE | $0 | $79-100.0% | $34-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $5,362-100.0% | $275-100.0% |