Filed February 22, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $80,414 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $68,750 |
INCOME RESEARCH & MANAGEMENT2+ years Filed as: INCOME RESEARCH Service code 28 · EIN 04-2955404 | Investment Management | $49,691 |
USI CONSULTING GROUP2+ years Service code 11 · EIN 13-4032401 | Actuarial | $27,500 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITOL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $19,665 |
KPMG LLP2+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $18,000 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $704 |
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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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 4.72% | 4.23%+0.5pp | 3.97%+0.7pp | 4.56%+0.2pp |
| Employer contribution / active EE | $36,364 | $16,147+125.2% | $28,168+29.1% | $15,526+134.2% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |