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| Provider | Service type | Compensation |
|---|---|---|
RUANE, CUNNIFF & GOLDFARB INC.5+ years Service code 28 · EIN 13-2628641 | Investment Management | $326,265 |
FIRST MANHATTAN CO.5+ years Service code 28 · EIN 13-6033224 | Investment Management | $227,849 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $138,041 |
WITHUMSMITH+BROWN, PC5+ years Filed as: BROWN BROTHERS HARRIMAN & CO. Service code 28 · EIN 13-4973745 | Investment Management | $67,988 |
PRICEWATERHOUSECOOPERS LLP5+ years Service code 10 · EIN 13-4008324 | Accounting | $35,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 19.71% | 17.70%+2.0pp | 13.48%+6.2pp | 53.27%-33.6pp |
| Employer contribution / active EE | $15,426 | $40,511-61.9% | $47,067-67.2% | $14,774+4.4% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |