| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 86-0785790 | Contract Administrator | $639,503 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $307,763 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON INVT MGMT / WALTER SCOTT Service code 19 · EIN 76-6192146 | Securities Custodian | $293,920 |
THE SEGAL COMPANY3+ years Service code 16 · EIN 94-1503999 | Consulting | $187,239 |
CREWS MACQUARRIE & ASSOC3+ years Service code 11 · EIN 38-3647875 | Actuarial | $162,901 |
US BANK3+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $146,972 |
MEKETA INVESTMENT GROUP2 years Service code 51 · EIN 04-2659023 | Investment Mgmt Fees | $145,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AM Service code 28 · EIN 22-1211670 | Investment Management | $130,802 |
DODGE & COX3+ years Filed as: DODGE AND COX Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $87,428 |
SEYFARTH SHAW LLP3+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $81,916 |
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 | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 12.53% | 16.32%-3.8pp | 10.66%+1.9pp | 16.32%-3.8pp |
| Employer contribution / active EE | $1,776 | $12,766-86.1% | $30,880-94.2% | $12,766-86.1% |
| Participant deferral / active EE | $0 | $800-100.0% | $65-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $1,478-100.0% | - |