| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2+ years Service code 28 · EIN 94-3029777 | Investment Management | $238,106 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GUARDIAN TRUST CO Service code 28 · EIN 95-2553868 | Investment Management | $222,059 |
Filed as: BARROW HANLEY, MEWINNEY INC Service code 28 · EIN 75-2403190 | Investment Management | $188,759 |
MERCER2+ years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $186,089 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: INTECH INVESTMENT MANAGEMENT Service code 28 · EIN 01-0614895 | Investment Management | $174,433 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $162,514 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $146,440 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $138,363 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $24,500 |
Employer contribution per participant 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 | $21,578,776-100.0% | $1,035,159-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 0.0%0pp |
| Annual return | -6.78% | -1.84%-4.9pp | -61.72%+54.9pp | 33.37%-40.2pp |
| Employer contribution / active EE | $7,044 | $20,811-66.2% | $47,703-85.2% | $11,253-37.4% |
| Participant deferral / active EE | $0 | $3,271-100.0% | $135-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $5,792-100.0% | $99,113-100.0% |