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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $316,880 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN WEST CAPITAL MGMT Service code 28 · EIN 95-4766779 | Investment Management | $252,008 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $147,375 |
BAKER & MCKENZIE LLP1+ years Service code 29 · EIN 36-2137456 | Legal | $140,512 |
PETER CHANG ENTERPRISES, INC.1+ years Filed as: PETER MACHI Service code 30 1625 MARKET STREET · SAN FRANCISCO, CA 94103 | Employee (plan) | $119,674 |
Filed as: HEALTH SERVICES & BENEFIT ADMIN Service code 12 · EIN 94-3089465 | Copying and duplicating; Participant ... | $94,882 |
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $93,749 |
RL MILSNER1+ years Filed as: R.L. MILSNER Service code 53 · EIN 94-2494656 | Insurance Commissions | $89,807 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $79,704 |
WHITESTAR ADVISORS, LLC1+ years Service code 28 · EIN 03-0496641 | Investment Management | $75,000 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -1.04% | 3.63%-4.7pp | 4.16%-5.2pp | 9.19%-10.2pp |
| Employer contribution / active EE | $30,709 | $11,363+170.2% | $29,966+2.5% | $12,608+143.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |