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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC3 years Service code 28 · EIN 26-1429809 | Investment Management | $154,139 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $133,978 |
PRECIOSA LAVRADOR6+ years Service code 30 · EIN 22-3095464 | Direct payment from the plan; Employe... | $121,667 |
Service code 28 · EIN 13-3863161 | Investment Management | $102,696 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $94,702 |
BARBARA GILL6+ years Filed as: BARBARA SMALL Service code 30 · EIN 22-3095464 | Direct payment from the plan; Employe... | $92,987 |
Service code 28 · EIN 20-0626809 | Investment Management | $90,844 |
JERRY VITA6+ years Service code 30 · EIN 22-3095464 | Employee (plan); Direct payment from ... | $90,312 |
FIRST EAGLE1 year Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 | Investment Management | $88,879 |
Service code 28 · EIN 47-4122178 | Investment Management | $82,409 |
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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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | 7.97% | 9.48%-1.5pp | 9.52%-1.5pp | 12.86%-4.9pp |
| Employer contribution / active EE | $3,460 | $12,808-73.0% | $41,951-91.8% | $13,687-74.7% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |