| Provider | Service type | Compensation |
|---|---|---|
JAS, INC.2+ years Service code 13 · EIN 87-0435473 | Contract Administrator | $624,355 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $279,508 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON INVT MGMT / WALTER SCOTT Service code 19 | Securities Custodian | $235,822 |
CREWS MACQUARRIE & ASSOC2+ years Service code 11 · EIN 38-3647875 | Actuarial | $203,423 |
THE SEGAL COMPANY2+ years Service code 16 · EIN 94-1503999 | Consulting | $156,166 |
MEKETA INVESTMENT GROUP1 year Service code 51 · EIN 04-2659023 | Investment Mgmt Fees | $145,000 |
US BANK2+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $142,227 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AM Service code 28 · EIN 22-1211670 | Investment Management | $129,637 |
SEYFARTH SHAW LLP2+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $104,958 |
DODGE & COX2+ years Filed as: DODGE AND COX Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $78,502 |
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 | $57,821-100.0% | $139,743-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 22.6%-22.6pp | 5.5%-5.5pp |
| Annual return | 6.91% | 5.86%+1.1pp | 4.96%+2.0pp | 5.86%+1.1pp |
| Employer contribution / active EE | $1,696 | $10,137-83.3% | $29,749-94.3% | $10,137-83.3% |
| Participant deferral / active EE | $0 | $492-100.0% | $26-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $3,369-100.0% | $387-100.0% |