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| Provider | Service type | Compensation |
|---|---|---|
ANGELES INVESTMENT ADVISORS, LLC8+ years Filed as: ANGELES INVESTMENT ADVISORS LLC Service code 27 · EIN 95-4839031 | Advisory (Plan) | $170,132 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $128,802 |
Service code 28 · EIN 36-7045783 | Investment Management | $114,834 |
THE BANK OF NEW YORK MELLON8+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Other s... | $67,528 |
EAGLE CAPITAL MANAGEMENT, LLC8+ years Service code 28 · EIN 22-3361201 | Investment Management | $45,288 |
BUCK GLOBAL, LLC5 years Service code 11 · EIN 13-3954297 | Actuarial | $43,629 |
FORD & HARRISON LLP4 years Filed as: FORD & HARRISON, LLP Service code 29 · EIN 58-1314995 | Legal | $8,289 |
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Annual investment return 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | $268,676-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 9.9%-9.9pp |
| Annual return | -24.12% | -13.96%-10.2pp | -10.68%-13.4pp | -5.25%-18.9pp |
| Employer contribution / active EE | $0 | $9,887-100.0% | $48,995-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $360-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $4,366-100.0% | $3,859-100.0% |