| Provider | Service type | Compensation |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS8+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $855,233 |
NEW ENGLAND PENSION CONSULTANTS8+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $481,286 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST BANK Service code 19 · EIN 39-1561860 | Securities Custodian | $406,209 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON Service code 28 · EIN 13-5673135 | Investment Management | $382,275 |
Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $363,685 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $330,972 |
WEDGE CAPITAL MANAGEMENT8+ years Service code 28 · EIN 56-1557450 | Investment Management | $208,404 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $200,000 |
Service code 11 420 EXCHANGE STE 260 · IRVINE, CA 92602 | Actuarial | $196,380 |
THE SEGAL COMPANY2 years Service code 16 · EIN 94-1503999 | Consulting | $190,050 |
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 | $1,469,698-100.0% | $65,170-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | -9.63% | 7.68%-17.3pp | 7.07%-16.7pp | 7.68%-17.3pp |
| Employer contribution / active EE | $1,624 | $9,142-82.2% | $34,847-95.3% | $9,142-82.2% |
| Participant deferral / active EE | $0 | $462-100.0% | $4-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $51-100.0% | $19,323-100.0% |