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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JPMORGAN CHASE BANK NATIONAL ASSOC Service code 28 · EIN 13-4994650 | Investment Management | $714,284 |
BOSTON PARTNERS4 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS, I Service code 28 · EIN 98-0202744 | Investment Management | $458,175 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $339,740 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $257,672 |
CBRE CLARION SECURITIES LLC4 years Service code 28 · EIN 23-2802869 | Investment Management | $168,279 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $135,000 |
STATE STREET GLOBAL ADVISORS9+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Other fees; I... | $102,173 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $95,200 |
THE BANK OF NEW YORK MELLON4 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-6078093 | Investment Management | $94,561 |
VITECH SYSTEMS GROUP1 year Filed as: VITECH SYSTEMS SUB LLC Service code 49 · EIN 13-3785492 | Other Services | $92,197 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 11.53% | 7.95%+3.6pp | 20.18%-8.6pp | 9.11%+2.4pp |
| Employer contribution / active EE | $20,656 | $14,684+40.7% | $29,108-29.0% | $12,231+68.9% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |