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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP1+ years Filed as: PROSKAUER ROSE Service code 29 · EIN 13-1840454 | Legal | $182,091 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 26-1370698 | Actuarial | $81,280 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 17 · EIN 26-4310632 | Pension Consulting | $60,000 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $51,361 |
BREDHOFF & KAISER1+ years Service code 29 · EIN 52-0969534 | Legal | $40,335 |
BLACKROCK1+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT LLC Service code 28 P.O. BOX 978604 · DALLAS, TX 753978604 | Investment Management | $24,164 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $23,475 |
BLAKE & UHLIG, P.A.1+ years Filed as: BLAKE CASSELS Service code 29 | Legal | $23,090 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG Service code 10 | Accounting | $20,571 |
KOSKIE MINSKY LLP1+ years Filed as: KOSKIE & MINSKY Service code 29 | Legal | $17,920 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $115,507-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.8%-42.8pp | 0.0%0pp |
| Annual return | -2.77% | 9.19%-12.0pp | 4.07%-6.8pp | 9.19%-12.0pp |
| Employer contribution / active EE | $36,750 | $12,608+191.5% | $45,149-18.6% | $12,608+191.5% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $92-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $203,571-100.0% | $2,655,710-100.0% |