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| Provider | Service type | Compensation |
|---|---|---|
NUVEEN3+ years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 51 · EIN 04-3161875 2049 CENTURY PARK EAST · LOS ANGELES, CA 90067 | Investment Mgmt Fees | $410,258 |
BENESYS, INC.2 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 7180 KOLL CENTER PARKWAY · PLEASANTON, CA 94566 | Contract Administrator | $318,554 |
Service code 51 · EIN 04-0767178 2049 CENTURY PARK EAST · LOS ANGELES, CA 90067 | Investment Mgmt Fees | $208,607 |
FAYEZ SAROFIM & CO3+ years Filed as: FAYEZ SAROFIM Service code 51 · EIN 74-1312679 TWO HOUSTON CENTER · HOUSTON, TX 77010 | Investment Mgmt Fees | $194,921 |
MUNDER CAPITAL MANAGEMENT3+ years Filed as: MUNDER CAPITAL Service code 51 · EIN 38-2809422 480 PIERCE ST · BIRMINHAM, MO 48009 | Investment Mgmt Fees | $156,611 |
MD SASS1 year Filed as: MD SASS SECURITIES LLC Service code 51 · EIN 13-2704843 1185 AVENUE OF AMERICAA · NEW YORK, NY 10036 | Investment Mgmt Fees | $125,919 |
THE SEGAL COMPANY3+ years Service code 17 · EIN 13-1835864 1230 W WASHINGTON SUITE 501 · TEMPE, AZ 85281 | Pension Consulting | $125,295 |
VERUS1 year Filed as: VERUS ADVISORS, INC Service code 27 · EIN 91-1320111 | Advisory (Plan) | $112,144 |
MCMORGAN & COMPANY LLC3+ years Filed as: MCMORGAN AND COMPANY Service code 51 · EIN 94-1650768 ONE FRONT STREE · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $111,426 |
CHUBB1 year Filed as: CHUBB SPECIALIST INSURANCE Service code 23 · EIN 13-1963496 55 WATER STREET · NEW YORK, NY 10041 | Insurance services | $108,411 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 6.24% | 2.02%+4.2pp | -752.26%+758.5pp | 33.37%-27.1pp |
| Employer contribution / active EE | $9,972 | $12,422-19.7% | $31,802-68.6% | $11,253-11.4% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |