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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 91-1363171 | Accounting | $868,406 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $819,387 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $575,464 |
Filed as: GRYPHON INT INVESTMENT CORPORATION Service code 27 | Advisory (Plan) | $322,868 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $302,107 |
WILLIAM BLAIR4 years Service code 28 · EIN 27-6331814 | Investment Management | $250,111 |
LAZARD ASSET MANAGEMENT5+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $242,555 |
Service code 29 · EIN 91-0889948 | Legal | $216,744 |
NEPC, LLC4 years Service code 17 · EIN 26-1429809 | Pension Consulting | $207,038 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $172,379 |
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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 | $3,370,408-100.0% | $161,646-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 1.2%-1.2pp |
| Annual return | 13.73% | 15.47%-1.7pp | 12.93%+0.8pp | 53.27%-39.5pp |
| Employer contribution / active EE | $27,546 | $15,545+77.2% | $35,210-21.8% | $14,774+86.4% |
| Participant deferral / active EE | $0 | $814-100.0% | $458-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,659-100.0% | $13,289-100.0% |