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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3+ 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 | $327,535 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 1177 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Investment Management | $188,995 |
SYSTEMATIC FINANCIAL MANAGEMENT3+ years Filed as: SYSTEMATIC FINANCIAL Service code 28 · EIN 22-3367558 TWO EXECUTIVE DRIVE · FORT LEE, NJ 07024 | Investment Management | $187,061 |
MORGAN STANLEY SMITH BARNEY3+ 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 | $159,788 |
Service code 13 · EIN 52-1590516 140 SYLVAN AVENUE SUITE 303 · ENGLEWOOD CLIFFS, NJ 07632 | Contract Administrator | $148,008 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $135,784 |
IR&M INTERMEDIATE FUND LLC2 years Service code 28 · EIN 27-1810883 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $123,880 |
OFI GLOBAL TRUST COMPANY3+ years Filed as: OFI GLOBAL TRUST CO Service code 28 · EIN 13-3459790 2 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $76,558 |
SPIVAK LIPTON LLP3+ years Service code 29 · EIN 13-3494495 1700 BROADWAY · NEW YORK, NY 10019 | Legal | $66,661 |
MARQUETTE ASSOCIATES3+ years Filed as: MARQUETTE ASSOC. Service code 27 · EIN 36-3485298 180 N LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $65,000 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 14.75% | 12.92%+1.8pp | 10.36%+4.4pp | 17.84%-3.1pp |
| Employer contribution / active EE | $6,263 | $14,070-55.5% | $37,738-83.4% | $14,688-57.4% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |