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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WESTERN ASSET MANAGEMENT LLC Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $258,332 |
PROSKAUER ROSE LLP3 years Service code 29 · EIN 13-1840454 | Legal | $236,778 |
MARTIN CURRIE2 years Service code 28 · EIN 98-0038240 | Investment Management | $183,973 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: GRAYSTONE CONSULTING Service code 17 · EIN 20-8764829 | Pension Consulting | $183,333 |
APAX2 years Service code 28 · EIN 98-1490916 | Investment Management | $163,336 |
BREDHOFF & KAISER3 years Filed as: BREDHOFF & KAISER PLLC Service code 29 · EIN 52-0969534 | Legal | $111,856 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $104,092 |
BWD GROUP LLC7+ years Service code 53 PO BOX 9101 · PLAINVIEW, NY 118031737 | Insurance Commissions | $85,296 |
BLACKROCK7+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT LLC Service code 28 P.O. BOX 978604 · DALLAS, TX 753978604 | Investment Management | $85,288 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Service code 11 · EIN 26-1370698 | Actuarial | $63,139 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $447,195-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 25.8%-25.8pp | 1.5%-1.5pp |
| Annual return | 1.23% | 23.41%-22.2pp | -11.06%+12.3pp | 23.41%-22.2pp |
| Employer contribution / active EE | $38,484 | $12,650+204.2% | $55,362-30.5% | $12,650+204.2% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $26-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $3,572-100.0% | $14,884-100.0% |