Filed September 25, 2024 (most recent of 5 filings on file)
Total covered: 882 employees
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $189,791 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $161,744 |
IVINS, PHILLIPS & BARKER1+ years Filed as: IVINS PHILLIP & BARKER Service code 29 · EIN 52-1229560 | Legal | $57,499 |
JACOBS & COMPANY1+ years Filed as: JACOBS ENGINEERING GROUP INC Service code 14 · EIN 95-4081636 | Plan Administrator | $37,160 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $32,600 |
ANGELES INVESTMENT ADVISORS, LLC1+ years Filed as: ANGELES INVESTMENT ADVISORS LLC Service code 27 429 SANTA MONICA BLVD · SANTA MONICIA, CA 90401 | Advisory (Plan) | $9,000 |
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | 7.18% | 5.09%+2.1pp | 4.74%+2.4pp | 7.18%0pp |
| Employer contribution / active EE | $2,801 | $33,192-91.6% | $46,220-93.9% | $13,095-78.6% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |