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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC7+ 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 | $322,561 |
TIMES SQUARE CAPITAL MANAGEMENT7+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 1177 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Investment Management | $278,772 |
SYSTEMATIC FINANCIAL MANAGEMENT7+ years Filed as: SYSTEMATIC FINANCIAL Service code 28 · EIN 22-3367558 TWO EXECUTIVE DRIVE · FORT LEE, NJ 07024 | Investment Management | $268,658 |
INCOME RESEARCH & MANAGEMENT3 years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $153,501 |
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 52-1590516 140 SYLVAN AVENUE SUITE 303 · ENGLEWOOD CLIFFS, NJ 07632 | Contract Administrator | $152,448 |
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $110,069 |
Service code 28 · EIN 20-0292745 3600 MINNESOTA DRIVE · MINNEAPOLIS, MN 55435 | Investment Management | $109,139 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $104,425 |
MARQUETTE ASSOCIATES7+ years Filed as: MARQUETTE ASSOC. Service code 27 · EIN 36-3485298 180 N LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $85,000 |
MORGAN STANLEY SMITH BARNEY7+ 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 | $74,596 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 13.86% | 12.07%+1.8pp | 8.95%+4.9pp | 15.63%-1.8pp |
| Employer contribution / active EE | $8,616 | $9,481-9.1% | $46,559-81.5% | $11,476-24.9% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |