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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JPMORGAN CHASE BANK NATIONAL ASSOCI Service code 28 · EIN 13-4994650 | Investment Management | $629,232 |
BOSTON PARTNERS5 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS, I Service code 28 · EIN 98-0202744 | Investment Management | $539,626 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $366,033 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $274,477 |
CBRE CLARION SECURITIES LLC5 years Service code 28 · EIN 23-2802869 | Investment Management | $187,857 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $135,000 |
STATE STREET GLOBAL ADVISORS10+ years Service code 18 · EIN 81-4017137 | Other fees; Custodial (securities); I... | $118,659 |
THE BANK OF NEW YORK MELLON5 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-6078093 | Investment Management | $112,672 |
VITECH SYSTEMS GROUP2 years Filed as: VITECH SYSTEMS SUB LLC Service code 49 · EIN 13-3785492 | Other Services | $112,136 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $104,475 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.18% | 10.33%+0.8pp | 8.10%+3.1pp | 9.30%+1.9pp |
| Employer contribution / active EE | $21,111 | $14,972+41.0% | $28,649-26.3% | $12,551+68.2% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |