| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $922,202 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN INVESTMENT MGMT., INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $569,305 |
SOUTHWEST SERVICE ADMINISTRATORS1+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $534,036 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $433,896 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $260,820 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST BANK Service code 19 · EIN 36-1561860 | Securities Custodian | $245,656 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 56-1557450 | Investment Management | $200,860 |
CREWS MACQUARRIE & ASSOC1+ years Filed as: CREWS MACQUARRIE & ASSOCIATES, INC. Service code 11 2855 MICHELLE DR STE 100 · IRVINE, CA 926061025 | Actuarial | $184,003 |
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $181,574 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $153,777 |
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 | $47,522-100.0% | $192,069-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 13.2%-13.2pp | 9.2%-9.2pp |
| Annual return | 0.89% | -0.08%+1.0pp | -0.79%+1.7pp | -0.08%+1.0pp |
| Employer contribution / active EE | $1,332 | $7,991-83.3% | $28,419-95.3% | $7,991-83.3% |
| Participant deferral / active EE | $0 | $325-100.0% | $37-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $6,324-100.0% | $275-100.0% |