Filed May 29, 2020
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
ANGELES INVESTMENT ADVISORS, LLC1+ years Filed as: ANGELES INVESTMENT ADVISORS Service code 27 · EIN 95-4839031 | Advisory (Plan) | $388,796 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $317,900 |
MORNEAU SHEPELL1+ years Service code 13 · EIN 45-4303723 | Contract Administrator | $150,021 |
US BANK1+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $54,384 |
WINSTON & STRAWN LLP1+ years Filed as: WINSTON & STRAWN, LLP Service code 29 · EIN 36-1975990 | Legal | $36,471 |
AECOM USA INC.1+ years Filed as: AECOM Service code 10 · EIN 61-1088522 | Accounting | $9,765 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 9.29% | 11.57%-2.3pp | 380.71%-371.4pp | 11.45%-2.2pp |
| Employer contribution / active EE | $0 | $36,657-100.0% | $45,089-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |