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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3+ years Service code 13 · EIN 95-2504490 | Contract Administrator | $208,933 |
BUCHALTER1 year Service code 29 · EIN 95-2640846 | Legal | $183,266 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $128,952 |
MEKETA INVESTMENT GROUP3+ years Service code 17 · EIN 04-2659023 | Pension Consulting | $110,641 |
GILBERT & SACKMAN3+ years Service code 29 · EIN 95-2906951 | Legal | $99,691 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 51 · EIN 13-0057834 | Investment Mgmt Fees | $77,024 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 21 PO BOX 15284 · WILMINGTON, DE 19850 | Bank Trustee | $64,617 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $62,214 |
IFM INVESTORS PTY LTD1 year Filed as: IFM INVESTORS PROPERTY LTD Service code 28 114 W 47TH ST 26TH FL · NEW YORK, NY 10036 | Investment Management | $59,863 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $47,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,945-100.0% | $260,109-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 43.2%-43.2pp | 1.9%-1.9pp |
| Annual return | 12.23% | 14.13%-1.9pp | 8.93%+3.3pp | 23.90%-11.7pp |
| Employer contribution / active EE | $11,478 | $10,974+4.6% | $43,470-73.6% | $16,539-30.6% |
| Participant deferral / active EE | $0 | $902-100.0% | $223-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,081-100.0% | $1,225-100.0% | $18,975-100.0% |