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| Provider | Service type | Compensation |
|---|---|---|
MCDERMOTT WILL & EMERY LLP1+ years Service code 29 · EIN 36-1453176 | Legal | $185,090 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $90,809 |
ANGELES INVESTMENT ADVISORS, LLC1+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $62,627 |
AECOM USA INC.1+ years Filed as: AECOM Service code 14 300 S. GRAND AVE. · LOS ANGELES, CA 90071 | Plan Administrator | $34,896 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 16 P.O. BOX 100260 · PASADENA, CA 911890260 | Consulting | $12,394 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $135,956-100.0% | $123,894-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | -96.56% | 56.63%-153.2pp | 47.52%-144.1pp | 41.46%-138.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |