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| Provider | Service type | Compensation |
|---|---|---|
WELFARE & PENSION ADMIN SERVICE INC11+ years Service code 10 · EIN 91-1363171 | Accounting | $1,007,395 |
THE BANK OF NEW YORK MELLON11+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $512,966 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: JP MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $381,031 |
Service code 28 · EIN 84-3937993 | Investment Management | $250,049 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $244,902 |
NEPC, LLC10+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $235,319 |
MILLIMAN, INC.11+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $220,148 |
Service code 28 · EIN 77-0014310 | Investment Management | $219,618 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 | Investment Management | $218,614 |
Filed as: PARAMETRIC PORFOLIO ASSOCIATES LLC Service code 28 · EIN 20-0292745 | Investment Management | $188,967 |
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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 | $258,827-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.4%-19.4pp | 0.0%0pp |
| Annual return | 7.70% | 10.61%-2.9pp | 8.60%-0.9pp | 10.61%-2.9pp |
| Employer contribution / active EE | $26,062 | $15,605+67.0% | $27,075-3.7% | $15,605+67.0% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $540-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | $19,327-100.0% | - |