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| Provider | Service type | Compensation |
|---|---|---|
FORD & HARRISON LLP1 year Service code 29 · EIN 58-1314995 | Legal | $464,417 |
ANGELES INVESTMENT ADVISORS, LLC9+ years Filed as: ANGELES INVESTMENT ADVISORS LLC Service code 10 · EIN 95-4839031 | Accounting | $162,037 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC Service code 16 · EIN 91-0675641 | Consulting | $153,166 |
THE BANK OF NEW YORK MELLON9+ years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $138,023 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 28 · EIN 04-3515240 | Investment Management | $89,878 |
Service code 28 · EIN 36-7045783 | Investment Management | $80,368 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 39-0859910 | Accounting | $28,665 |
WELLINGTON TRUST COMPANY8 years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $8,129 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $331,632-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 12.4%-12.4pp |
| Annual return | 18.02% | 9.54%+8.5pp | 10.60%+7.4pp | 9.89%+8.1pp |
| Employer contribution / active EE | $53,704 | $20,687+159.6% | $43,783+22.7% | $14,313+275.2% |
| Participant deferral / active EE | $0 | $195-100.0% | $166-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $25,063-100.0% | $9,084-100.0% |