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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GRANTHAM, MAYO, VANOTTERLOO Service code 28 · EIN 04-2691242 | Investment Management | $700,894 |
Filed as: PANAGORA Service code 51 · EIN 04-3063840 | Investment Mgmt Fees | $479,024 |
THE SEGAL COMPANY1 year Filed as: NIGRO, KARLIN & SEGAL & FELDSTEIN, Service code 10 · EIN 95-3632775 | Accounting | $448,171 |
Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $372,988 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT, Service code 28 · EIN 23-2817243 | Investment Management | $338,234 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $310,111 |
VENUTI & ASSOCIATES2+ years Service code 11 · EIN 04-3721424 | Actuarial | $247,200 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Service code 28 · EIN 95-2705767 | Investment Management | $233,779 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $215,171 |
CAL NET ENTERPRISES, LLC2+ years Service code 16 · EIN 95-4751910 | Consulting | $213,619 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $374,107-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 5.5%-5.5pp |
| Annual return | 6.63% | 7.44%-0.8pp | 4.74%+1.9pp | 5.86%+0.8pp |
| Employer contribution / active EE | $11,079 | $12,240-9.5% | $36,089-69.3% | $10,137+9.3% |
| Participant deferral / active EE | $0 | $76-100.0% | $59-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $10,677-100.0% | $387-100.0% |