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| Provider | Service type | Compensation |
|---|---|---|
WESTERN ASSET MANAGEMENT COMPANY3+ years Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $113,918 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 17 · EIN 26-4310632 | Pension Consulting | $100,833 |
PROSKAUER ROSE LLP3+ years Filed as: PROSKAUER ROSE Service code 29 · EIN 13-1840454 | Legal | $100,094 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $89,945 |
BLACKROCK3+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT LLC Service code 28 P.O. BOX 978604 · DALLAS, TX 753978604 | Investment Management | $88,119 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Service code 11 · EIN 26-1370698 | Actuarial | $62,700 |
BREDHOFF & KAISER3+ years Service code 29 · EIN 52-0969534 | Legal | $51,925 |
BROOKFIELD1 year Service code 28 250 VESEY STREET · NEW YORK, NY 102811023 | Investment Management | $35,947 |
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG Service code 10 | Accounting | $26,426 |
BLACKSTONE1 year Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $24,177 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,578,776-100.0% | $171,071-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 0.0%0pp |
| Annual return | 7.76% | 33.37%-25.6pp | -3.19%+11.0pp | 33.37%-25.6pp |
| Employer contribution / active EE | $37,468 | $11,253+233.0% | $48,658-23.0% | $11,253+233.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $273-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $5,129-100.0% | $99,113-100.0% |