Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES4+ years Filed as: SAGE Service code 28 · EIN 74-2798841 | Investment Management | $106,802 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK Service code 28 · EIN 13-6038770 | Investment Management | $73,118 |
AEW CAPITAL MANAGEMENT2 years Filed as: AEW CORE PROPERTY TRUST (US), INC. Service code 28 · EIN 26-0557406 | Investment Management | $32,891 |
BLACKSTONE2 years Filed as: BLACKSTONE TAC OPPS FUND II CAYMAN Service code 28 · EIN 98-1224326 | Investment Management | $10,637 |
BLACKSTONE2 years Filed as: BLACKSTONE TAC OPPS FUND II LP Service code 28 · EIN 47-2147676 | Investment Management | $10,555 |
BLACKSTONE2 years Filed as: BLACKSTONE TAC OPPS FUND II - NQ LP Service code 28 · EIN 47-3329654 | Investment Management | $10,233 |
BLACKSTONE2 years Filed as: BLACKSTONE TAC OPPS FUND II - Q LP Service code 28 · EIN 47-3320186 | Investment Management | $9,115 |
Filed as: CHARLES SCHWAB & CO INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | -3.95% | -2.53%-1.4pp | -61.72%+57.8pp | -0.69%-3.3pp |
| Employer contribution / active EE | $99,291 | $37,001+168.3% | $47,703+108.1% | $16,786+491.5% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |