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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 270 PARK AVENUE FL 6 · NEW YORK, NY 10017 | Discretionary Trustee | $291,269 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY AIP GP LP Service code 28 · EIN 23-3060887 | Investment Management | $283,945 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 1177 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Investment Management | $180,619 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC FINANCIAL Service code 28 · EIN 22-3367558 TWO EXECUTIVE DRIVE · FORT LEE, NJ 07024 | Investment Management | $155,099 |
Filed as: ADMINISTRATIVE SERVICES, INC. Service code 13 · EIN 11-2995970 303 MERRICK ROAD · LYNBROOK, NY 11563 | Contract Administrator | $144,000 |
INCOME RESEARCH & MANAGEMENT1+ years Service code 28 · EIN 04-2955404 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $76,670 |
SPIVAK LIPTON LLP1+ years Service code 29 · EIN 13-3494495 1700 BROADWAY · NEW YORK, NY 10019 | Legal | $69,913 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ASSOC. Service code 27 · EIN 36-3485298 180 N LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $60,000 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $57,793 |
OFI GLOBAL TRUST COMPANY1+ years Filed as: OFI GLOBAL TRUST CO Service code 28 · EIN 13-3459790 2 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $57,143 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 1.82% | -0.09%+1.9pp | -0.81%+2.6pp | 1.67%+0.1pp |
| Employer contribution / active EE | $6,196 | $11,440-45.8% | $38,425-83.9% | $10,506-41.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |