Filed February 22, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $84,651 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $75,000 |
INCOME RESEARCH & MANAGEMENT1+ years Filed as: INCOME RESEARCH Service code 28 · EIN 04-2955404 | Investment Management | $49,200 |
USI CONSULTING GROUP1+ years Service code 11 · EIN 13-4032401 | Actuarial | $29,400 |
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $27,380 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITOL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $22,731 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $13,908 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,706-100.0% | $108,235-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 32.2%-32.2pp | 15.7%-15.7pp |
| Annual return | -3.70% | -0.85%-2.8pp | -1.08%-2.6pp | -7.14%+3.4pp |
| Employer contribution / active EE | $32,787 | $14,391+127.8% | $35,779-8.4% | $14,613+124.4% |
| Participant deferral / active EE | $0 | $122-100.0% | $238-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $13,449-100.0% | $1,191-100.0% |