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| Provider | Service type | Compensation |
|---|---|---|
CFAO2 years Service code 14 · EIN 94-1557079 | Plan Administrator | $3,965,097 |
MCMORGAN & COMPANY LLC4+ years Filed as: MCMORGAN & CO. Service code 28 · EIN 52-2334338 | Investment Management | $1,577,573 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1163419 | Investment Management | $1,515,604 |
ROTHSCHILD ASSET MANAGEMENT4+ years Service code 28 · EIN 13-2544634 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $1,223,745 |
YUCAIPA4+ years Service code 28 9130 WEST SUNSET BOULEVARD · LOS ANGELES, CA 90069 | Investment Management | $1,059,379 |
POST ADVISORY GROUP4+ years Service code 28 · EIN 95-4818300 | Investment Management | $907,354 |
TIMES SQUARE CAPITAL MANAGEMENT4+ years Filed as: TIMESQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $817,346 |
FISHER INVESTMENTS4+ years Service code 28 · EIN 20-2480800 5525 NW FISHER CREEK DRIVE · CAMAS, WA 98607 | Investment Management | $638,980 |
RBC GLOBAL ASSET MANAGEMENT4+ years Filed as: RBC GLOBAL ASSET MGMT Service code 28 · EIN 41-1460668 | Investment Management | $567,135 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 95-3571558 | Bank Trustee | $533,964 |
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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 | $894,319,009-100.0% | $362,723-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -1.26% | 24.48%-25.7pp | 10.56%-11.8pp | 24.48%-25.7pp |
| Employer contribution / active EE | $15,278 | $9,418+62.2% | $30,199-49.4% | $9,418+62.2% |
| Participant deferral / active EE | $0 | $501-100.0% | $33-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,168-100.0% | $2,968,729-100.0% |