| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 19 · EIN 25-6078093 | Securities Custodian | $920,972 |
SOUTHWEST SERVICE ADMINISTRATORS2+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $562,970 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN INVESTMENT MGMT., INC. Service code 28 · EIN 13-3200244 | Investment Management | $482,487 |
NEW ENGLAND PENSION CONSULTANTS2+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $457,665 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $311,750 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST BANK Service code 19 · EIN 36-1561860 | Securities Custodian | $238,004 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 56-1557450 | Investment Management | $190,912 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $180,685 |
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $176,459 |
CREWS MACQUARRIE & ASSOC2+ years Filed as: CREWS MACQUARRIE & ASSOCIATES, INC. Service code 11 2855 MICHELLE DR STE 100 · IRVINE, CA 926061025 | Actuarial | $167,044 |
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 | $40,289-100.0% | $139,743-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 22.6%-22.6pp | 4.2%-4.2pp |
| Annual return | 7.92% | 10.64%-2.7pp | 4.96%+3.0pp | 10.64%-2.7pp |
| Employer contribution / active EE | $1,226 | $11,561-89.4% | $29,749-95.9% | $11,561-89.4% |
| Participant deferral / active EE | $0 | $347-100.0% | $26-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $3,369-100.0% | $312-100.0% |