| Provider | Service type | Compensation |
|---|---|---|
THE HARTFORD1 year Filed as: HARTFORD FIRE INSURANCE Service code 23 · EIN 06-0383750 | Insurance services; Direct payment fr... | $14,925,484 |
Filed as: FMR LLC Service code 15 · EIN 04-3532603 | Recordkeeping | $1,389,523 |
Service code 18 · EIN 13-5160382 | Other services; Float revenue; Direct... | $530,063 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $411,765 |
BLACKSTONE1 year Filed as: BLACKSTONE REAL ESTATE Service code 28 · EIN 47-3716505 | Investment Management | $345,074 |
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 · EIN 36-2668272 | Advisory (Plan) | $279,282 |
BUCK GLOBAL, LLC5 years Service code 11 · EIN 13-3954297 | Actuarial | $160,056 |
Service code 11 · EIN 83-1116912 | Actuarial | $159,731 |
Filed as: THE PRUDENTIAL INSURANCE Service code 23 · EIN 22-1211670 | Insurance services; Direct payment fr... | $143,547 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $788,447-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -17.09% | -14.80%-2.3pp | -3.21%-13.9pp | -14.80%-2.3pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $46,051-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $31-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $46,258-100.0% | - |