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| Provider | Service type | Compensation |
|---|---|---|
TDA INVESTMENT GROUP2 years Filed as: TDA INVESTMENT GROUP INC Service code 28 · EIN 94-2799130 | Investment Management | $8,852,691 |
SCHULTE ROTH & ZABEL LLP4 years Service code 29 · EIN 13-2633996 | Legal | $4,136,519 |
PACIFIC SOUTHWEST ADMINISTRATORS10+ years Service code 36 · EIN 46-4942970 | Copying and duplicating; Direct payme... | $1,375,776 |
CLTFSC, LLC6 years Service code 49 · EIN 95-4773932 | Other Services | $1,150,006 |
ULLICO10+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $897,880 |
NATIONAL INVESTMENT SERVICES4 years Service code 28 · EIN 84-3937993 | Investment Management | $883,959 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $645,653 |
REICH, ADELL & CVITAN10+ years Service code 29 · EIN 95-3082677 | Legal | $469,609 |
KIRCHNER MANAGEMENT SERVICES2 years Service code 28 7643 GATE PKWY STE 104-1105 · JACKSONVILLE, FL 32256 | Investment Management | $420,000 |
NEPC, LLC6 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $300,000 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.67% | 10.11%-0.4pp | 8.10%+1.6pp | 8.85%+0.8pp |
| Employer contribution / active EE | $9,639 | $12,795-24.7% | $28,649-66.4% | $8,529+13.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $10-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |