Filed February 22, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $82,999 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $81,250 |
USI CONSULTING GROUP4+ years Service code 11 · EIN 13-4032401 | Actuarial | $30,500 |
Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $22,944 |
INCOME RESEARCH & MANAGEMENT4+ years Filed as: INCOME RESEARCH Service code 28 · EIN 04-2955404 | Investment Management | $21,772 |
KPMG LLP4+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $18,900 |
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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 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | -7.85% | -1.32%-6.5pp | -0.67%-7.2pp | 10.56%-18.4pp |
| Employer contribution / active EE | $50,000 | $18,687+167.6% | $31,731+57.6% | $13,643+266.5% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |