| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 86-0785790 | Contract Administrator | $691,509 |
Service code 11 · EIN 26-1370698 | Actuarial | $662,612 |
Filed as: JP MORGAN SPECIAL SITUATION PROPERT Service code 27 · EIN 13-3980309 | Advisory (Plan) | $382,461 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON INVT MGMT / WALTER SCOTT Service code 19 · EIN 76-6192146 | Securities Custodian | $285,248 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 94-1503999 | Actuarial | $228,780 |
US BANK6+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $167,513 |
MEKETA INVESTMENT GROUP5 years Service code 51 · EIN 04-2659023 | Investment Mgmt Fees | $160,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AM Service code 28 · EIN 22-1211670 | Investment Management | $138,341 |
SEYFARTH SHAW LLP6+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $128,891 |
Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $113,105 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 12.40% | 5230.06%-5217.7pp | 9.65%+2.8pp | 5230.06%-5217.7pp |
| Employer contribution / active EE | $2,453 | $10,491-76.6% | $27,458-91.1% | $10,491-76.6% |
| Participant deferral / active EE | $0 | $460-100.0% | $33-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |