| Provider | Service type | Compensation |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS6+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $696,330 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $535,164 |
NEW ENGLAND PENSION CONSULTANTS6+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $453,108 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY, WESTERN STATES Service code 16 · EIN 94-1503999 | Consulting | $406,780 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN INVESTMENT MGMT., INC. Service code 28 · EIN 13-3200244 | Investment Management | $389,142 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $332,080 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST BANK Service code 19 · EIN 13-1423090 | Securities Custodian | $325,297 |
Filed as: HORIZON ACTUARIAL SERVICES LLC. Service code 11 420 EXCHANGE STE 260 · IRVINE, CA 92602 | Actuarial | $183,600 |
NATIONAL INVESTMENT SERVICES2 years Service code 28 · EIN 80-0169636 | Investment Management | $179,311 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $135,169 |
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 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 12.35% | 13.80%-1.5pp | 9.65%+2.7pp | 13.80%-1.5pp |
| Employer contribution / active EE | $1,364 | $10,386-86.9% | $27,458-95.0% | $10,386-86.9% |
| Participant deferral / active EE | $0 | $448-100.0% | $33-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |