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| Provider | Service type | Compensation |
|---|---|---|
ANGELES INVESTMENT ADVISORS, LLC4+ years Filed as: ANGELES INVESTMENT ADVISORS LLC Service code 27 · EIN 95-4839031 | Advisory (Plan) | $252,778 |
Service code 28 · EIN 36-7045783 | Investment Management | $169,651 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $132,501 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Service code 28 · EIN 22-3361201 | Investment Management | $90,898 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Direct paymen... | $52,508 |
BUCK GLOBAL, LLC1 year Service code 11 · EIN 13-3954297 | Actuarial | $44,764 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $40,812 |
BAKER TILLY US, LLP2 years Filed as: MONTGOMERY COSCIA GRELICH LLP Service code 10 · EIN 75-2919818 | Accounting | $17,704 |
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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 | $37,197-100.0% | $261,924-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 4.7%-4.7pp |
| Annual return | -12.88% | -3.22%-9.7pp | -2.99%-9.9pp | -0.69%-12.2pp |
| Employer contribution / active EE | $135,962 | $32,178+322.5% | $41,623+226.7% | $16,786+710.0% |
| Participant deferral / active EE | $0 | $442-100.0% | $35-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $38,841-100.0% | $124-100.0% |