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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE6+ years Filed as: THE BLACKSTONE GROUP Service code 28 · EIN 13-3894989 | Investment Management | $292,534 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INVST. MAN. CAYMAN LTD Service code 28 | Investment Management | $259,730 |
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $231,935 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $174,768 |
POLEN CAPITAL2 years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 26-0319356 | Investment Management | $162,476 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 28 · EIN 26-0516431 | Investment Management | $141,992 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON ASSET SERVICES Service code 19 · EIN 13-5160382 | Securities Custodian | $136,664 |
VALERIE VENTURA2 years Filed as: VALERIE NICHOLS Service code 30 · EIN 34-0904419 | Employee (plan) | $120,338 |
TWIN CAPITAL MANAGEMENT4 years Service code 28 · EIN 25-1590628 | Investment Management | $117,957 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $99,150 |
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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 | $0 | $2,066,441-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.0%0pp |
| Annual return | 11.26% | 11.99%-0.7pp | 10.57%+0.7pp | 12.86%-1.6pp |
| Employer contribution / active EE | $13,536 | $6,238+117.0% | $18,335-26.2% | $13,687-1.1% |
| Participant deferral / active EE | $0 | $5-100.0% | $5-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $8,713-100.0% | - |