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| Provider | Service type | Compensation |
|---|---|---|
TUCKER ARENSBERG1 year Filed as: TUCKER ARENSBERG, P.C. Service code 29 · EIN 25-1425735 | Legal | $271,198 |
MILLIMAN, INC.3 years Service code 11 · EIN 91-0675641 | Actuarial | $231,871 |
BENESYS, INC.1 year Service code 12 · EIN 38-2383171 | Direct payment from the plan; Claims ... | $229,135 |
Service code 28 · EIN 91-1042342 | Investment Management | $125,094 |
INVESCO5 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $86,436 |
WELLINGTON TRUST COMPANY10+ years Service code 28 · EIN 04-2755549 | Investment Management | $76,352 |
VERUS7 years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $65,000 |
THE BANK OF NEW YORK MELLON10+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $54,798 |
PANAGORA ASSET MANAGEMENT3 years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 28 · EIN 04-3063840 | Investment Management | $41,621 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH+BROWN,PC Service code 10 · EIN 22-2027092 | Accounting | $40,211 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 6.32% | 11.08%-4.8pp | 8.10%-1.8pp | 8.76%-2.4pp |
| Employer contribution / active EE | $35,236 | $13,910+153.3% | $28,649+23.0% | $16,650+111.6% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |