| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON Service code 19 · EIN 25-6078093 | Securities Custodian | $713,202 |
SOUTHWEST SERVICE ADMINISTRATORS5+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $641,132 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN INVESTMENT MGMT., INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $491,466 |
NEW ENGLAND PENSION CONSULTANTS5+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $457,465 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $325,600 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST BANK Service code 19 · EIN 13-1423090 | Securities Custodian | $321,196 |
PIMCO FUNDS4 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $295,534 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY, WESTERN STATES Service code 16 · EIN 94-1503999 | Consulting | $227,891 |
Filed as: HORIZON ACTUARIAL SERVICES LLC. Service code 11 420 EXCHANGE STE 260 · IRVINE, CA 92602 | Actuarial | $195,676 |
WEDGE CAPITAL MANAGEMENT3 years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $190,200 |
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 | $894,319,009-100.0% | $177,834-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 13.13% | 24.48%-11.3pp | 11.67%+1.5pp | 24.48%-11.3pp |
| Employer contribution / active EE | $1,135 | $9,418-87.9% | $28,376-96.0% | $9,418-87.9% |
| Participant deferral / active EE | $0 | $501-100.0% | $46-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $15,617-100.0% | $2,968,729-100.0% |