| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 86-0785790 | Contract Administrator | $672,680 |
Service code 11 · EIN 26-1370698 | Actuarial | $463,682 |
THE SEGAL COMPANY5+ years Service code 16 · EIN 94-1503999 | Consulting | $379,740 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON INVT MGMT / WALTER SCOTT Service code 19 · EIN 76-6192146 | Securities Custodian | $270,877 |
MEKETA INVESTMENT GROUP4 years Service code 51 · EIN 04-2659023 | Investment Mgmt Fees | $160,000 |
US BANK5+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $159,769 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AM Service code 28 · EIN 22-1211670 | Investment Management | $139,456 |
SEYFARTH SHAW LLP5+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $135,507 |
Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $51,418 |
Filed as: MCCRAKEN,STEMERMAN AND HOLSBERRY Service code 29 · EIN 94-1709555 | Legal | $49,563 |
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 | $894,319,009-100.0% | $177,834-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 16.90% | 24.48%-7.6pp | 11.67%+5.2pp | 24.48%-7.6pp |
| Employer contribution / active EE | $1,938 | $9,418-79.4% | $28,376-93.2% | $9,418-79.4% |
| Participant deferral / active EE | $0 | $501-100.0% | $46-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $15,617-100.0% | $2,968,729-100.0% |