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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL BENEFIT SERVICES, LLC2+ years Filed as: 1199SEIU NATIONAL BENEFIT FUND FOR Service code 99 · EIN 13-1628401 | Other Fees | $3,204,554 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $143,214 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUND ADVISOR Service code 51 · EIN 30-0447847 | Investment Mgmt Fees | $112,265 |
LSV ASSET MANAGEMENT2+ years Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $106,164 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $96,774 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 20 · EIN 36-3555078 | Trustee (individual) | $71,500 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Service code 51 · EIN 95-2705767 | Investment Mgmt Fees | $62,090 |
STEP VISUAL COMMUNICATIONS LLC2+ years Filed as: STEP VISUAL COMMUNICATIONS LLP Service code 36 · EIN 26-4662241 | Copying and duplicating | $59,452 |
Filed as: TCW INVESTMENT Service code 51 · EIN 93-0939400 | Investment Mgmt Fees | $57,624 |
THE TOWNSEND GROUP2+ years Service code 51 · EIN 34-1537656 | Investment Mgmt Fees | $52,360 |
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Employer contribution per participant 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 | $40,289-100.0% | $219,466-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 4.2%-4.2pp |
| Annual return | 5.24% | 5.72%-0.5pp | 5.00%+0.2pp | 10.64%-5.4pp |
| Employer contribution / active EE | $508 | $7,055-92.8% | $35,918-98.6% | $11,561-95.6% |
| Participant deferral / active EE | $0 | $269-100.0% | $75-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,204-100.0% | $312-100.0% |