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| Provider | Service type | Compensation |
|---|---|---|
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $101,606 |
PACIFIC SOUTHWEST ADMINISTRATORS8+ years Service code 12 · EIN 46-4942970 | Direct payment from the plan; Contrac... | $86,706 |
NORTHERN TRUST COMPANY7 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $79,910 |
REAMS ASSET MANAGEMENT8+ years Filed as: REAMS ASSET MANAGEMENT DIVISION Service code 28 · EIN 43-1925734 | Investment Management | $76,714 |
RBC WEALTH MANAGEMENT1 year Service code 28 · EIN 41-1416330 | Investment Management | $64,475 |
WELLINGTON TRUST COMPANY8+ years Service code 28 · EIN 04-2755549 | Investment Management | $63,795 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Service code 11 · EIN 26-1370698 | Actuarial | $59,081 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $25,800 |
BLACKROCK8+ years Filed as: BLACKROCK INVESTMENT MGMT, LLC Service code 28 · EIN 20-5319476 | Investment Management | $21,554 |
Filed as: WOHLNER KAPLON CUTLER HALFORD ROSEN Service code 29 · EIN 95-4177931 | Legal | $20,807 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $187,247-100.0% | $164,721-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 44.5%-44.5pp |
| Annual return | -9.54% | -5.84%-3.7pp | -5.85%-3.7pp | -14.65%+5.1pp |
| Employer contribution / active EE | $7,770 | $39,394-80.3% | $31,839-75.6% | $46,321-83.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,070-100.0% | $1,000-100.0% | $14,582-100.0% |