| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 86-0785790 | Contract Administrator | $651,358 |
Service code 11 · EIN 38-3647875 | Actuarial | $355,034 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON INVT MGMT / WALTER SCOTT Service code 19 · EIN 76-6192146 | Securities Custodian | $305,044 |
THE SEGAL COMPANY4+ years Service code 16 · EIN 94-1503999 | Consulting | $248,584 |
US BANK4+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $150,111 |
MEKETA INVESTMENT GROUP3 years Service code 51 · EIN 04-2659023 | Investment Mgmt Fees | $148,750 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AM Service code 28 · EIN 22-1211670 | Investment Management | $135,068 |
SEYFARTH SHAW LLP4+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $79,052 |
GOLDMAN SACHS4+ years Filed as: SEIZERT CAPITAL Service code 51 · EIN 38-3553488 | Investment Mgmt Fees | $76,008 |
DODGE & COX4+ years Filed as: DODGE AND COX Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $61,512 |
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 | $192,869-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | -5.39% | 73.13%-78.5pp | -0.77%-4.6pp | 73.13%-78.5pp |
| Employer contribution / active EE | $1,794 | $8,421-78.7% | $29,514-93.9% | $8,421-78.7% |
| Participant deferral / active EE | $0 | $293-100.0% | $36-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $42,257-100.0% | - |