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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6+ 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 | $345,040 |
TIMES SQUARE CAPITAL MANAGEMENT6+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 1177 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Investment Management | $240,919 |
SYSTEMATIC FINANCIAL MANAGEMENT6+ years Filed as: SYSTEMATIC FINANCIAL Service code 28 · EIN 22-3367558 TWO EXECUTIVE DRIVE · FORT LEE, NJ 07024 | Investment Management | $197,731 |
ZENITH AMERICAN SOLUTIONS4 years Service code 13 · EIN 52-1590516 140 SYLVAN AVENUE SUITE 303 · ENGLEWOOD CLIFFS, NJ 07632 | Contract Administrator | $153,448 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $133,491 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $97,776 |
MORGAN STANLEY SMITH BARNEY6+ 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 | $90,440 |
Service code 28 · EIN 20-0292745 3600 MINNESOTA DRIVE · MINNEAPOLIS, MN 55435 | Investment Management | $85,757 |
MARQUETTE ASSOCIATES6+ years Filed as: MARQUETTE ASSOC. Service code 27 · EIN 36-3485298 180 N LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $80,000 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $67,510 |
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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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 12.60% | 9.48%+3.1pp | 9.52%+3.1pp | 12.86%-0.3pp |
| Employer contribution / active EE | $5,369 | $12,808-58.1% | $41,951-87.2% | $13,687-60.8% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |