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| Provider | Service type | Compensation |
|---|---|---|
INDURE FUND2+ years Service code 28 900 TH ST NW · WASHINGTON, DC 20001 | Investment Management | $339,292 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $228,829 |
PANAGORA ASSET MANAGEMENT2+ years Service code 28 · EIN 04-3063840 470 ATLANTIC AVENUE, 8TH FLOOR · BOSTON, MA 02210 | Investment Management | $209,792 |
SOUTHERN SUN ASSET MANAGEMENT2+ years Service code 28 · EIN 27-2990431 | Investment Management | $163,031 |
Filed as: BARROW HANLEY MEWHINNEY, & STRAUSS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $149,053 |
UNITED ADMINISTRATIVE SERVICES2+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $139,012 |
MATRIX TRUST COMPANY1 year Filed as: BROADRIDGE Service code 28 · EIN 75-3182674 | Investment Management | $132,079 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683227 75 STATE STREET · BOSTON, MA 02109 | Investment Management | $130,686 |
MARCO CONSULTING GROUP2+ years Service code 17 · EIN 36-3555078 | Pension Consulting | $110,000 |
KAUFMANN & GOBLE2+ years Service code 11 · EIN 94-2614826 160 W SANTA CLARA ST SUITE 1450 · SAN JOSE, CA 95113 | Actuarial | $108,000 |
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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 | $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 | 6.35% | 3.63%+2.7pp | 4.16%+2.2pp | 9.19%-2.8pp |
| Employer contribution / active EE | $20,044 | $11,363+76.4% | $29,966-33.1% | $12,608+59.0% |
| 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% |