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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 91-1363171 | Accounting | $845,841 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $695,251 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $589,206 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $350,601 |
LAZARD ASSET MANAGEMENT6+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $242,555 |
Service code 29 · EIN 91-0889948 | Legal | $223,436 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $210,851 |
NEPC, LLC5 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $203,170 |
GLOBAL TRUST COMPANY3 years Service code 21 · EIN 26-3761443 | Bank Trustee | $161,243 |
Service code 28 · EIN 20-0292745 | Investment Management | $93,720 |
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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 | $2,822,362-100.0% | $247,190-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.6%-0.6pp |
| Annual return | 11.16% | 8.15%+3.0pp | 7.87%+3.3pp | 11.45%-0.3pp |
| Employer contribution / active EE | $58,924 | $17,725+232.4% | $31,784+85.4% | $17,219+242.2% |
| Participant deferral / active EE | $0 | $1,144-100.0% | $241-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $240,514-100.0% | $15,480-100.0% |