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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ 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 | $314,216 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Filed as: SYSTEMATIC FINANCIAL Service code 28 · EIN 22-3367558 TWO EXECUTIVE DRIVE · FORT LEE, NJ 07024 | Investment Management | $170,667 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 1177 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Investment Management | $165,689 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY AIP GP LP Service code 28 · EIN 23-3060887 100 FRONT STREET SUITE 400 · WEST CONSHOHOCKEN, PA 19428 | Investment Management | $154,451 |
BENSERCO1 year Filed as: BENSERCO, INC Service code 13 · EIN 13-2732561 140 SYLVAN AVENUE SUITE 303 · ENGLEWOOD CLIFFS, NJ 07632 | Contract Administrator | $143,700 |
Service code 28 · EIN 27-1810883 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $88,430 |
GOULD, KOBRICK & SCHLAPP, P.C.2+ years Filed as: GOULD KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 3 PARK AVENUE SUITE 1402 · NEW YORK, NY 10016 | Accounting | $70,662 |
SPIVAK LIPTON LLP2+ years Service code 29 · EIN 13-3494495 1700 BROADWAY · NEW YORK, NY 10019 | Legal | $60,590 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE ASSOC. Service code 27 · EIN 36-3485298 180 N LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $60,000 |
OFI GLOBAL TRUST COMPANY2+ years Filed as: OFI GLOBAL TRUST CO Service code 28 · EIN 13-3459790 2 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $55,120 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 7.01% | 6.13%+0.9pp | 4.74%+2.3pp | 9.19%-2.2pp |
| Employer contribution / active EE | $6,329 | $10,206-38.0% | $36,089-82.5% | $12,608-49.8% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |