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| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD10+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $7,419,303 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $4,204,321 |
BLACKROCK9 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $1,495,695 |
COLUMBIA2 years Filed as: COLUMBIA MGT INVESTMENT ADVISERS Service code 28 · EIN 41-1533211 | Investment Management | $1,139,439 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 23 · EIN 33-0785439 | Direct payment from the plan; Insuran... | $743,735 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: NEW YORK LIFE INSURANCE CO Service code 28 · EIN 13-5582869 | Investment Management | $574,578 |
INSIGHT NORTH AMERICA LLC4 years Filed as: INSIGHT NORTH AMERICA, LLC Service code 28 · EIN 82-0983489 | Investment Management | $558,010 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Service code 28 · EIN 26-2237421 | Investment Management | $451,041 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $338,161 |
Filed as: SCHRODER INVESTMENT MANAGEMENT N.A Service code 28 · EIN 13-4064414 | Investment Management | $337,403 |
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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 | $0 | $160,039-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 10.33% | 8.92%+1.4pp | 9.15%+1.2pp | 8.92%+1.4pp |
| Employer contribution / active EE | $8,119 | $9,703-16.3% | $26,409-69.3% | $9,703-16.3% |
| Participant deferral / active EE | $0 | $466-100.0% | $266-100.0% | $466-100.0% |
| Admin fee / account holder | $0 | $0 | $1,701-100.0% | - |