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| Provider | Service type | Compensation |
|---|---|---|
NUVEEN2+ years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 51 · EIN 04-3161875 2049 CENTURY PARK EAST · LOS ANGELES, CA 90067 | Investment Mgmt Fees | $443,796 |
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 7180 KOLL CENTER PARKWAY · PLEASANTON, CA 94566 | Contract Administrator | $270,920 |
Service code 51 · EIN 02-0767178 2049 CENTURY PARK EAST · LOS ANGELES, CA 90067 | Investment Mgmt Fees | $229,965 |
FAYEZ SAROFIM & CO2+ years Filed as: FAYEZ SAROFIM Service code 51 · EIN 74-1312679 TWO HOUSTON CENTER · HOUSTON, TX 77010 | Investment Mgmt Fees | $212,800 |
MUNDER CAPITAL MANAGEMENT2+ years Filed as: MUNDER CAPITAL Service code 51 · EIN 38-2809422 480 PIERCE STREET · BIRMINGHAM, MI 48009 | Investment Mgmt Fees | $167,962 |
MD SASS2+ years Filed as: MD SASS SECURITIES, LLC Service code 51 · EIN 13-2704843 1185 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Investment Mgmt Fees | $158,682 |
THE SEGAL COMPANY2+ years Service code 17 · EIN 13-1835864 1230 W WASHINGTON · TEMPE, AZ 85281 | Pension Consulting | $123,580 |
MCMORGAN & COMPANY LLC2+ years Filed as: MCMORGAN AND COMPANY Service code 51 · EIN 94-1650768 ONE FRONT STREET · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $108,070 |
Filed as: SILVANT Service code 51 · EIN 58-1604573 50 HURT PLAZA · ATLANTA, GA 30303 | Investment Mgmt Fees | $105,749 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-3180817 2555 E CAMELBACK ROAD · PHOENIX, AZ 80516 | Advisory (Plan) | $74,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 10.04% | 12.33%-2.3pp | 8.32%+1.7pp | 17.84%-7.8pp |
| Employer contribution / active EE | $7,440 | $11,641-36.1% | $30,793-75.8% | $14,688-49.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |