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| Provider | Service type | Compensation |
|---|---|---|
ANGELES INVESTMENT ADVISORS, LLC2+ years Filed as: ANGELES INVESTMENT ADVISORS LLC Service code 27 · EIN 95-4839031 | Advisory (Plan) | $329,025 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $169,207 |
Service code 28 · EIN 36-7045783 | Investment Management | $133,020 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 22-3361201 | Investment Management | $97,150 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Other services; Direct payment from t... | $96,537 |
Service code 11 · EIN 13-3954297 | Actuarial | $95,743 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 11 · EIN 13-4008324 | Actuarial | $39,500 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $37,481 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $35,000 |
BAKER TILLY US, LLP1 year Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $18,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,677-100.0% | $18,392,177-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 3.6%-3.6pp |
| Annual return | 2.52% | 5.61%-3.1pp | 3.99%-1.5pp | 11.88%-9.4pp |
| Employer contribution / active EE | $68,694 | $20,606+233.4% | $38,279+79.5% | $14,612+370.1% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $386-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $140,034-100.0% | $637-100.0% |