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| Provider | Service type | Compensation |
|---|---|---|
ANGELES INVESTMENT ADVISORS, LLC5+ years Filed as: ANGELES INVESTMENT ADVISORS LLC Service code 27 · EIN 95-4839031 | Advisory (Plan) | $245,925 |
Service code 28 · EIN 36-7045783 | Investment Management | $163,409 |
THE BANK OF NEW YORK MELLON5+ years Service code 18 · EIN 13-5160382 | Shareholder servicing fees; Other ser... | $150,586 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $138,849 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Service code 28 · EIN 22-3361201 | Investment Management | $106,367 |
BUCK GLOBAL, LLC2 years Service code 11 · EIN 13-3954297 | Actuarial | $89,765 |
Service code 29 · EIN 20-0532493 | Legal | $77,000 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $42,170 |
FORD & HARRISON LLP1 year Filed as: FORD & HARRISON, LLP Service code 29 · EIN 58-1314995 | Legal | $41,467 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $26,810 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $46,244-100.0% | $248,520-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 2.8%-2.8pp |
| Annual return | 12.95% | 14.62%-1.7pp | 239.57%-226.6pp | 16.32%-3.4pp |
| Employer contribution / active EE | $96,539 | $21,307+353.1% | $43,837+120.2% | $17,007+467.7% |
| Participant deferral / active EE | $0 | $399-100.0% | $575-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $36,083-100.0% | $127-100.0% |