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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Service code 11 · EIN 91-0675641 | Actuarial | $1,213,444 |
THE BANK OF NEW YORK MELLON6+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $534,977 |
APAX1 year Service code 28 · EIN 98-1490916 | Investment Management | $347,466 |
Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $252,174 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY Service code 28 · EIN 74-2798841 | Investment Management | $165,330 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $101,500 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY LLP Service code 28 · EIN 04-3200030 | Investment Management | $95,413 |
ARES MANAGEMENT LLC1 year Filed as: ARES MANAGEMENT Service code 28 · EIN 98-1463109 | Investment Management | $37,225 |
Filed as: WILKINS FINSTON FRIEDMAN Service code 29 · EIN 27-5546855 | Legal | $7,630 |
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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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 11.53% | 12.77%-1.2pp | 90.61%-79.1pp | 12.86%-1.3pp |
| Employer contribution / active EE | $15,696 | $8,963+75.1% | $32,730-52.0% | $13,687+14.7% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |