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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP4 years Service code 29 · EIN 13-1840454 | Legal | $390,814 |
Filed as: WESTERN ASSET MANAGEMENT LLC Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $372,444 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: GRAYSTONE CONSULTING Service code 17 · EIN 20-8764829 | Pension Consulting | $250,000 |
BLACKROCK8+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT LLC Service code 28 P.O. BOX 978604 · DALLAS, TX 753978604 | Investment Management | $168,230 |
MARTIN CURRIE3 years Service code 28 · EIN 98-0038240 | Investment Management | $145,939 |
APAX3 years Service code 28 · EIN 98-1490916 | Investment Management | $136,315 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $134,834 |
BREDHOFF & KAISER4 years Filed as: BREDHOFF & KAISER PLLC Service code 29 · EIN 52-0969534 | Legal | $117,201 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Service code 11 · EIN 26-1370698 | Actuarial | $96,379 |
BWD GROUP LLC8+ years Service code 53 PO BOX 9101 · PLAINVIEW, NY 118031737 | Insurance Commissions | $78,610 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $339,002-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 39.1%-39.1pp | 2.2%-2.2pp |
| Annual return | 1.23% | 9.11%-7.9pp | 12.78%-11.5pp | 9.11%-7.9pp |
| Employer contribution / active EE | $41,173 | $12,231+236.6% | $44,816-8.1% | $12,231+236.6% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $33-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,002-100.0% | $125-100.0% |