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| Provider | Service type | Compensation |
|---|---|---|
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $122,458 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $100,980 |
REAMS ASSET MANAGEMENT4+ years Filed as: REAMS ASSET MANAGEMENT DIVISION Service code 28 · EIN 43-1925734 | Investment Management | $85,965 |
PACIFIC SOUTHWEST ADMINISTRATORS4+ years Service code 12 · EIN 46-4942970 | Direct payment from the plan; Contrac... | $67,650 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $67,505 |
WELLINGTON TRUST COMPANY4+ years Service code 28 · EIN 04-2755549 | Investment Management | $67,231 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Service code 11 · EIN 26-1370698 | Actuarial | $57,845 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $25,870 |
BLACKROCK4+ years Filed as: BLACKROCK INVESTMENT MGMT, LLC Service code 28 · EIN 20-5319476 | Investment Management | $21,665 |
HILL, FARRER & BURRILL LLP4+ years Filed as: HILL FARRER & BURRILL LLP Service code 29 · EIN 95-2153880 | Legal | $20,383 |
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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 | $267,312-100.0% | $245,396-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 51.5%-51.5pp | 43.0%-43.0pp | 46.4%-46.4pp |
| Annual return | -3.23% | -1035.07%+1031.8pp | -752.26%+749.0pp | -82.67%+79.4pp |
| Employer contribution / active EE | $5,159 | $39,756-87.0% | $31,802-83.8% | $43,771-88.2% |
| Participant deferral / active EE | $0 | $35-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $1,364-100.0% | $1,223-100.0% | $11,204-100.0% |