| Provider | Service type | Compensation |
|---|---|---|
Filed as: MARTIN AND BONNETT LLC. Service code 29 4647 N 32ND ST STE 185 · PHOENIX, AZ 85018 | Legal | $2,236,393 |
SOUTHWEST SERVICE ADMINISTRATORS7+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $769,495 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $533,706 |
NEW ENGLAND PENSION CONSULTANTS7+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $458,000 |
NORTHERN TRUST COMPANY7+ years Filed as: THE NORTHERN TRUST BANK Service code 19 · EIN 39-1561860 | Securities Custodian | $351,635 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN INVESTMENT MGMT., INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $325,290 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $248,000 |
WEDGE CAPITAL MANAGEMENT7+ years Service code 28 · EIN 56-1557450 | Investment Management | $237,051 |
Filed as: HORIZON ACTUARIAL SERVICES LLC. Service code 11 420 EXCHANGE STE 260 · IRVINE, CA 92602 | Actuarial | $223,615 |
THE SEGAL COMPANY1 year Service code 16 · EIN 94-1503999 | Consulting | $191,517 |
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 | $0 | $161,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 0.0%0pp |
| Annual return | 16.84% | 13.51%+3.3pp | 10.41%+6.4pp | 13.51%+3.3pp |
| Employer contribution / active EE | $1,254 | $8,170-84.6% | $31,248-96.0% | $8,170-84.6% |
| Participant deferral / active EE | $0 | $488-100.0% | $4-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $1,130-100.0% | - |