| Provider | Service type | Compensation |
|---|---|---|
GROOM LAW GROUP5+ years Service code 29 · EIN 52-1219029 | Legal | $4,668,195 |
NEPC, LLC5+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $1,190,769 |
VITECH SYSTEMS GROUP5+ years Filed as: VITECH SYSTEMS GROUP, INC. Service code 49 · EIN 13-3785492 | Other Services | $939,784 |
ARTISAN PARTNERS2 years Filed as: ARTISAN PARTNERS, L.P. Service code 28 · EIN 30-0551775 | Investment Management | $799,311 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $763,387 |
MONDRIAN INVESTMENT GROUP3 years Filed as: MONDRIAN INVESTMENT GROUP, INC. Service code 28 · EIN 56-2475915 | Investment Management | $745,179 |
AON CONSULTING4 years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $743,318 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMP. Service code 28 · EIN 94-3112180 | Investment Management | $691,938 |
Filed as: AXIOM INTERNATIONAL INVESTORS, LLC Service code 28 · EIN 64-0963574 | Investment Management | $651,252 |
THE BANK OF NEW YORK MELLON5+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $623,830 |
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 | $0 | $282,126-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.0%0pp |
| Annual return | -4.29% | 12.86%-17.2pp | 1087.39%-1091.7pp | 12.86%-17.2pp |
| Employer contribution / active EE | $59,339 | $13,687+333.6% | $42,245+40.5% | $13,687+333.6% |
| Participant deferral / active EE | $0 | $833-100.0% | $120-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,639-100.0% | - |