| Provider | Service type | Compensation |
|---|---|---|
GROOM LAW GROUP1+ years Service code 29 · EIN 52-1219029 | Legal | $3,932,972 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 22-2232264 | Actuarial | $1,304,736 |
VITECH SYSTEMS GROUP1+ years Filed as: VITECH SYSTEMS GROUP, INC. Service code 49 · EIN 13-3785492 | Other Services | $1,104,421 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 49 · EIN 25-6078093 | Other Services | $860,504 |
CLOUDBERRY CREATIVE, INC.1+ years Service code 49 · EIN 27-1271032 | Other Services | $834,262 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $676,984 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO CO. Service code 28 · EIN 42-1669171 | Investment Management | $603,047 |
T R PAUL INC.1+ years Filed as: ST. PAUL PLAZA Service code 49 200 SAINT PAUL STREET · BALTIMORE, MD 21202 | Other Services | $563,006 |
BOSTON PARTNERS1+ years Filed as: THE BOSTON CO ASSET MGT Service code 28 · EIN 04-3404987 | Investment Management | $508,971 |
NEUMEIER POMA INVESTMENT COUNSEL1+ years Service code 28 · EIN 77-0444891 | Investment Management | $508,288 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $115,507-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.8%-42.8pp | 0.0%0pp |
| Annual return | -5.29% | 9.19%-14.5pp | 4.07%-9.4pp | 9.19%-14.5pp |
| Employer contribution / active EE | $119,832 | $12,608+850.4% | $45,149+165.4% | $12,608+850.4% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $92-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $203,571-100.0% | $2,655,710-100.0% |