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| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD2+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $2,861,792 |
COLUMBIA2+ years Filed as: COLUMBIA MGMT INVESTMENT ADVISORS Service code 28 · EIN 13-3180631 | Investment Management | $1,518,175 |
ROTHSCHILD ASSET MANAGEMENT2+ years Service code 28 · EIN 13-2544634 | Investment Management | $1,454,145 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET CORPORATION Service code 28 · EIN 04-1867445 | Investment Management | $615,368 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $358,662 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $357,415 |
Filed as: NEW YORK LIFE INSURANCE CO Service code 28 · EIN 13-5582869 | Investment Management | $338,520 |
Service code 28 · EIN 26-2237421 | Investment Management | $337,760 |
SCHRODER INVESTMENT MANAGEMENT2+ years Filed as: SCHRODER INVESTMENT MANAGEMENT N.A. Service code 28 · EIN 13-4064414 | Investment Management | $313,631 |
BLACKROCK2+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 28 · EIN 13-3806691 | Investment Management | $293,467 |
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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 | $14,491,905-100.0% | $184,886-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 47.1%-47.1pp | 5.3%-5.3pp |
| Annual return | 9.22% | 1057.21%-1048.0pp | 8.32%+0.9pp | 1057.21%-1048.0pp |
| Employer contribution / active EE | $9,201 | $14,374-36.0% | $30,793-70.1% | $14,374-36.0% |
| Participant deferral / active EE | $0 | $351-100.0% | $90-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $2,802-100.0% | $81,210-100.0% |