Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES3+ years Filed as: SAGE Service code 28 · EIN 74-2798841 | Investment Management | $106,504 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK Service code 28 · EIN 13-6038770 | Investment Management | $80,149 |
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PRICEWATERHOUSECOOPERS Service code 11 · EIN 13-4008324 | Actuarial | $63,575 |
AEW CAPITAL MANAGEMENT1 year Filed as: AEW CORE PROPERTY TRUST (US), INC. Service code 28 · EIN 26-0557406 | Investment Management | $33,201 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING Service code 11 · EIN 13-2888122 | Actuarial | $21,100 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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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 | $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 | 15.57% | 12.03%+3.5pp | 14.41%+1.2pp | 23.90%-8.3pp |
| Employer contribution / active EE | $20,920 | $30,615-31.7% | $45,283-53.8% | $16,539+26.5% |
| 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% |