Filed September 25, 2024 (most recent of 5 filings on file)
Total covered: 882 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $496,443 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $177,222 |
IVINS, PHILLIPS & BARKER2+ years Filed as: IVINS PHILLIP & BARKER Service code 29 · EIN 52-1229560 | Legal | $116,222 |
JACOBS & COMPANY2+ years Filed as: JACOBS ENGINEERING GROUP INC Service code 14 · EIN 95-4081636 | Plan Administrator | $92,137 |
ANGELES INVESTMENT ADVISORS, LLC2+ years Filed as: ANGELES INVESTMENT ADVISORS LLC Service code 27 429 SANTA MONICA BLVD · SANTA MONICIA, CA 90401 | Advisory (Plan) | $67,500 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $38,200 |
THORNBURG1 year Filed as: THORNBURG INVESTMENT MANAGER Service code 28 2300 N. RIDGETOP ROAD · SANTE FE, NM 87506 | Investment Management | $13,154 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR INTERNATIONAL VAL Service code 28 2401 E. 2ND AVENUE · DENVER, CO 80206 | Investment Management | $5,798 |
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 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 16.15% | 12.03%+4.1pp | 14.41%+1.7pp | 23.90%-7.7pp |
| Employer contribution / active EE | $18,553 | $30,615-39.4% | $45,283-59.0% | $16,539+12.2% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |