| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 19 · EIN 25-6078093 | Securities Custodian | $887,639 |
SOUTHWEST SERVICE ADMINISTRATORS3+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $579,892 |
NEW ENGLAND PENSION CONSULTANTS3+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $454,769 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN INVESTMENT MGMT., INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $360,334 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $313,050 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $295,431 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST BANK Service code 19 · EIN 36-1561860 | Securities Custodian | $280,277 |
RAEL & LETSON3+ years Service code 11 · EIN 94-1701048 | Actuarial | $220,236 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $192,022 |
CREWS MACQUARRIE & ASSOC3+ years Filed as: CREWS MACQUARRIE & ASSOCIATES, INC. Service code 11 2855 MICHELLE DR STE 100 · IRVINE, CA 92606 | Actuarial | $189,415 |
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 | $14,491,905-100.0% | $158,640-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 22.2%-22.2pp | 5.3%-5.3pp |
| Annual return | 10.63% | 1057.21%-1046.6pp | 10.66%0pp | 1057.21%-1046.6pp |
| Employer contribution / active EE | $1,271 | $14,374-91.2% | $30,880-95.9% | $14,374-91.2% |
| Participant deferral / active EE | $0 | $351-100.0% | $65-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $1,478-100.0% | $81,210-100.0% |