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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC2 years Service code 28 · EIN 26-1429809 | Investment Management | $144,139 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $139,819 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $137,510 |
OXFELD COHEN PC3 years Service code 29 · EIN 01-0725849 | Legal | $126,873 |
PRECIOSA LAVRADOR5+ years Service code 30 · EIN 22-3095464 | Employee (plan); Direct payment from ... | $116,797 |
Service code 28 · EIN 13-3863161 | Investment Management | $100,828 |
Service code 28 · EIN 20-0626809 | Investment Management | $97,169 |
INVESCO1 year Filed as: INVESCO PRIVATE CAPITAL, INC. Service code 28 · EIN 13-3725888 | Investment Management | $93,597 |
Service code 28 · EIN 47-4122178 | Investment Management | $91,879 |
BARBARA GILL5+ years Filed as: BARBARA SMALL Service code 30 · EIN 22-3095464 | Direct payment from the plan; Employe... | $87,499 |
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Employer contribution per participant 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% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 10.95% | 14.29%-3.3pp | 14.64%-3.7pp | 21.83%-10.9pp |
| Employer contribution / active EE | $3,185 | $12,083-73.6% | $41,831-92.4% | $12,237-74.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |