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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $328,330 |
ALLIED FUND ADMINISTRATORS1+ years Service code 13 · EIN 27-4526715 | Contract Administrator | $218,607 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-6078093 | Investment Management | $78,091 |
Filed as: NEYHART, ANDERSON, FLYNN & GROSBOIL Service code 29 · EIN 95-2934127 | Legal | $69,737 |
VENUTI & ASSOCIATES1+ years Service code 11 · EIN 04-3721424 | Actuarial | $68,750 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $66,091 |
IFM INVESTORS PTY LTD1+ years Filed as: IFM INVESTERS (US), LLC Service code 52 144 WEST 47TH STREET, 26TH FLOOR · NEW YORK, NY 10036 | Indirect Investment Fees | $54,094 |
BONG HILLBERG LEWIS FISCHESSER1+ years Service code 10 · EIN 45-4806875 | Accounting | $28,000 |
ULLICO1+ years Filed as: UNION BANK Service code 21 · EIN 94-0304288 | Bank Trustee | $25,182 |
US BANK1+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $23,675 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 0.35% | 0.68%-0.3pp | -1.61%+2.0pp | -0.60%+0.9pp |
| Employer contribution / active EE | $7,690 | $10,568-27.2% | $30,840-75.1% | $12,272-37.3% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |