| Provider | Service type | Compensation |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS10+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $911,802 |
NEW ENGLAND PENSION CONSULTANTS10+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $646,212 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST BANK Service code 19 · EIN 39-1561860 | Securities Custodian | $459,548 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BNY MELLON Service code 28 · EIN 13-5673135 | Investment Management | $348,495 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $267,486 |
THE SEGAL COMPANY4 years Service code 16 · EIN 94-1503999 | Consulting | $216,833 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $212,580 |
Service code 11 420 EXCHANGE STE 260 · IRVINE, CA 92602 | Actuarial | $203,011 |
WEDGE CAPITAL MANAGEMENT10+ years Service code 28 · EIN 81-6507188 | Investment Management | $189,359 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $172,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 6.81% | 8.85%-2.0pp | 148.78%-142.0pp | 8.85%-2.0pp |
| Employer contribution / active EE | $1,263 | $8,529-85.2% | $26,858-95.3% | $8,529-85.2% |
| Participant deferral / active EE | $0 | $399-100.0% | $63-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |