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 | $88,720 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK Service code 28 · EIN 13-6038770 | Investment Management | $67,793 |
BLACKSTONE1 year Filed as: BLACKSTONE TAC OPPS FUND II CAYMAN Service code 28 · EIN 98-1229170 | Investment Management | $38,712 |
AEW CAPITAL MANAGEMENT1 year Filed as: AEW CORE PROPERTY TRUST (US), INC. Service code 28 · EIN 26-0557406 | Investment Management | $30,830 |
BLACKSTONE1 year Filed as: BLACKSTONE TAC OPPS FUND II LP Service code 28 · EIN 47-2147676 | Investment Management | $16,857 |
BLACKSTONE1 year Filed as: BLACKSTONE TAC OPPS FUND II - NQ LP Service code 28 · EIN 47-3329654 | Investment Management | $14,573 |
BLACKSTONE1 year Filed as: BLACKSTONE TAC OPPS FUND II - Q LP Service code 28 · EIN 47-3320186 | Investment Management | $13,945 |
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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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 16.98% | 10.58%+6.4pp | 14.41%+2.6pp | 13.95%+3.0pp |
| Employer contribution / active EE | $70,423 | $37,352+88.5% | $45,283+55.5% | $16,598+324.3% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |