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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $1,096,340 |
LEGAL & GENERAL INVESTMENT7+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $583,266 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $128,979 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON FD Service code 28 · EIN 04-6913417 | Investment Management | $126,932 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 · EIN 42-1479618 | Investment Management | $106,256 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $100,258 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $93,300 |
WILLIAM BLAIR7+ years Service code 28 · EIN 47-2614791 | Investment Management | $88,437 |
BROOKFIELD4 years Service code 28 · EIN 46-7425989 | Investment Management | $85,419 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $84,883 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $765,066-100.0% | $765,066-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 3.4%-3.4pp | 3.7%-3.7pp |
| Annual return | 7.42% | 10.14%-2.7pp | 8.31%-0.9pp | 15.63%-8.2pp |
| Employer contribution / active EE | $2,905 | $16,339-82.2% | $21,002-86.2% | $11,476-74.7% |
| Participant deferral / active EE | $0 | $401-100.0% | $224-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $724-100.0% | $724-100.0% | $429-100.0% |