| Provider | Service type | Compensation |
|---|---|---|
JAS, INC.1+ years Service code 13 · EIN 87-0435473 | Contract Administrator | $585,152 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $244,638 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON INVT MGMT / WALTER SCOTT Service code 51 | Investment Mgmt Fees | $221,360 |
CREWS MACQUARRIE & ASSOC1+ years Service code 11 · EIN 38-3647875 | Actuarial | $174,561 |
THE SEGAL COMPANY1+ years Service code 16 · EIN 94-1503999 | Consulting | $157,563 |
US BANK1+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $138,540 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AM Service code 28 · EIN 22-1211670 | Investment Management | $128,255 |
SEYFARTH SHAW LLP1+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $123,274 |
DODGE & COX1+ years Filed as: DODGE AND COX Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $70,084 |
DAVIS WRIGHT TREMAINE1+ years Filed as: DAVIS COWELL & BOWE Service code 29 · EIN 94-1709555 | Legal | $61,176 |
Employer contribution per participant 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 | $0 | $192,069-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.2%-13.2pp | 0.0%0pp |
| Annual return | -1.41% | 3.11%-4.5pp | -0.79%-0.6pp | 3.11%-4.5pp |
| Employer contribution / active EE | $1,541 | $9,361-83.5% | $28,419-94.6% | $9,361-83.5% |
| Participant deferral / active EE | $0 | $375-100.0% | $37-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $6,324-100.0% | - |