Filed August 3, 2022 (most recent of 2 filings on file)
Total covered: 2,748 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,872,343 |
THE BANK OF NEW YORK MELLON6+ years Filed as: MELLON CAPITAL Service code 28 · EIN 25-6078093 | Investment Management | $1,079,650 |
PGIM INVESTMENTS6+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 22-2540245 | Investment Management | $663,802 |
JACKSON SQUARE PARTNERS2 years Filed as: JACKSON SQUARE Service code 28 · EIN 80-0945254 | Investment Management | $663,489 |
ARROWMARK PARTNERS3 years Service code 28 100 FILLMORE STREET · DENVER, CO 80206 | Investment Management | $651,964 |
WEDGE CAPITAL MANAGEMENT6+ years Service code 28 · EIN 56-1557450 | Investment Management | $612,961 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK, NA Service code 18 · EIN 13-4994650 | Custodial (other than securities); Cu... | $543,706 |
WELLS FARGO BANK, N.A.6+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC Service code 28 · EIN 41-1813702 | Investment Management | $489,300 |
BOSTON PARTNERS6+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 · EIN 98-0202744 | Investment Management | $360,956 |
SOUND SHORE4 years Filed as: SOUND SHORE MANAGEMENT, INC. Service code 28 8 SOUND SHORE DRIVE · GREENWICH, CT 06830 | Investment Management | $258,963 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,397 | $106,273+134.7% | $112,977+120.8% | $106,273+134.7% |
| Participation rate | 98.7% | 70.8%+27.9pp | 82.6%+16.1pp | 70.8%+27.9pp |
| Annual return | 13.71% | 21.70%-8.0pp | 24.24%-10.5pp | 21.70%-8.0pp |
| Employer contribution / active EE | $4,706 | $2,722+72.9% | $4,255+10.6% | $2,722+72.9% |
| Participant deferral / active EE | $11,110 | $4,601+141.4% | $5,836+90.4% | $4,601+141.4% |
| Admin fee / account holder | $310 | $78+295.6% | $6,294-95.1% | $78+295.6% |