| Provider | Service type | Compensation |
|---|---|---|
GROOM LAW GROUP4+ years Service code 29 · EIN 52-1219029 | Legal | $4,220,329 |
NEPC, LLC4+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $1,151,029 |
AON CONSULTING3 years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $944,016 |
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS, L.P. Service code 28 · EIN 30-0551775 | Investment Management | $902,340 |
VITECH SYSTEMS GROUP4+ years Filed as: VITECH SYSTEMS GROUP, INC. Service code 49 · EIN 13-3785492 | Other Services | $832,372 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $756,045 |
Service code 28 · EIN 81-2484925 | Investment Management | $685,913 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $655,244 |
Service code 28 · EIN 04-2691242 | Investment Management | $638,139 |
Filed as: AXIOM INTERNATIONAL INVESTORS, LLC Service code 28 · EIN 64-0963574 | Investment Management | $631,725 |
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 | $341,093,897-100.0% | $179,713-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 0.0%0pp |
| Annual return | 0.75% | 21.83%-21.1pp | 8.22%-7.5pp | 21.83%-21.1pp |
| Employer contribution / active EE | $67,680 | $12,237+453.1% | $46,636+45.1% | $12,237+453.1% |
| Participant deferral / active EE | $0 | $987-100.0% | $1,719-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,392-100.0% | $1,551,325-100.0% |