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| Provider | Service type | Compensation |
|---|---|---|
REAMS ASSET MANAGEMENT2+ years Filed as: REAMS ASSET MANAGEMENT DIVISION Service code 28 · EIN 43-1925734 | Investment Management | $111,884 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $108,233 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $79,116 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $63,536 |
PACIFIC SOUTHWEST ADMINISTRATORS2+ years Service code 12 · EIN 46-4942970 | Contract Administrator; Direct paymen... | $60,000 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Service code 11 · EIN 26-1370698 | Actuarial | $54,476 |
WELLINGTON TRUST COMPANY2+ years Service code 28 · EIN 04-2755549 | Investment Management | $52,873 |
BLACKROCK2+ years Filed as: BLACKROCK INVESTMENT MGMT, LLC Service code 28 · EIN 20-5319476 | Investment Management | $23,251 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $21,600 |
HILL, FARRER & BURRILL LLP2+ years Filed as: HILL FARRER & BURRILL LLP Service code 29 · EIN 95-2153880 | Legal | $18,573 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $223,143-100.0% | $209,859-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 54.7%-54.7pp | 42.7%-42.7pp | 45.6%-45.6pp |
| Annual return | 10.11% | 4.44%+5.7pp | 4.16%+5.9pp | 4.16%+5.9pp |
| Employer contribution / active EE | $6,449 | $38,002-83.0% | $29,966-78.5% | $42,918-85.0% |
| Participant deferral / active EE | $0 | $147-100.0% | $145-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,395-100.0% | $13,952-100.0% | $21,465-100.0% |