| Provider | Service type | Compensation |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS9+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $790,879 |
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST BANK Service code 19 · EIN 39-1561860 | Securities Custodian | $440,216 |
NEW ENGLAND PENSION CONSULTANTS9+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $437,458 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BNY MELLON Service code 28 · EIN 13-5673135 | Investment Management | $399,937 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $292,457 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $254,829 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $200,000 |
Service code 11 420 EXCHANGE STE 260 · IRVINE, CA 92602 | Actuarial | $199,464 |
THE SEGAL COMPANY3 years Service code 16 · EIN 94-1503999 | Consulting | $179,533 |
LSV ASSET MANAGEMENT2 years Filed as: LSV Service code 28 · EIN 23-2772200 | Investment Management | $143,099 |
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 | $202,297-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 0.0%0pp |
| Annual return | 7.85% | 13.18%-5.3pp | 14.20%-6.4pp | 13.18%-5.3pp |
| Employer contribution / active EE | $1,358 | $8,469-84.0% | $29,492-95.4% | $8,469-84.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $125-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $7,524-100.0% | - |