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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $114,503 |
Service code 13 · EIN 86-0785790 | Contract Administrator | $68,549 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 94-1503999 | Actuarial | $65,487 |
ASSOCIATED THIRD PARTY ADMIN.2+ years Service code 13 · EIN 94-3187938 | Contract Administrator | $60,846 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $55,000 |
WEINBERG, ROGER & ROSENFELD2+ years Filed as: WEINBERG, ROGER AND ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $39,361 |
ALTSON & BIRD1 year Service code 29 560 MISSION ST STE 2100 · SAN FRANCISCO, CA 941050912 | Legal | $18,192 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $17,158 |
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 | $121,964-100.0% | $107,664-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 10.0%-10.0pp | 45.9%-45.9pp |
| Annual return | 2.55% | 10.73%-8.2pp | 337.46%-334.9pp | 10.21%-7.7pp |
| Employer contribution / active EE | $0 | $31,543-100.0% | $20,191-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $30-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,970-100.0% | $1,663-100.0% | $13,518-100.0% |