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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL BENEFIT SERVICES, LLC4+ years Filed as: 1199SEIU NATIONAL BENEFIT FUND FOR Service code 99 · EIN 13-1628401 | Other Fees | $3,811,907 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $112,426 |
KPMG LLP4+ years Service code 10 · EIN 13-5565207 | Accounting | $106,630 |
Filed as: DIMENSIONAL FUND ADVISORS LP Service code 51 · EIN 30-0447847 | Investment Mgmt Fees | $100,691 |
LSV ASSET MANAGEMENT4+ years Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $97,783 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $92,475 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Service code 51 · EIN 95-2705767 | Investment Mgmt Fees | $54,737 |
Service code 36 · EIN 26-4662241 | Copying and duplicating | $54,210 |
Filed as: TCW INVESTMENT MANAGEMENT COMPANY Service code 52 · EIN 93-0939400 | Indirect Investment Fees | $48,548 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: RBC GLOBAL MANAGEMENT (U.S.) Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $35,235 |
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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 | $7,764,297-100.0% | $436,953-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -4.14% | -0.93%-3.2pp | -102.04%+97.9pp | -1.95%-2.2pp |
| Employer contribution / active EE | $485 | $6,242-92.2% | $36,232-98.7% | $9,243-94.7% |
| Participant deferral / active EE | $0 | $325-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $12,721-100.0% | $62,356-100.0% |