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| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD3+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $3,150,009 |
COLUMBIA3+ years Filed as: COLUMBIA MGMT INVESTMENT ADVISORS Service code 28 · EIN 41-1533211 | Investment Management | $1,532,660 |
ROTHSCHILD ASSET MANAGEMENT3+ years Service code 28 · EIN 13-2544634 | Investment Management | $1,137,803 |
LSV ASSET MANAGEMENT1 year Filed as: LSV ASSET MANAGEMENT LLC Service code 28 · EIN 23-2772200 | Investment Management | $822,136 |
Filed as: STATE STREET Service code 28 · EIN 04-1867445 | Investment Management | $444,214 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $419,443 |
SCHRODER INVESTMENT MANAGEMENT3+ years Filed as: SCHRODER INVESTMENT MANAGEMENT N.A. Service code 28 · EIN 13-4064414 | Investment Management | $403,950 |
Filed as: NEW YORK LIFE INSURANCE CO Service code 28 · EIN 13-5582869 | Investment Management | $391,055 |
Filed as: CUTWATER INVESTOR SERVICES CORP Service code 28 · EIN 13-3750425 | Investment Management | $388,255 |
Service code 28 · EIN 26-2237421 | Investment Management | $359,402 |
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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 | $7,764,297-100.0% | $245,396-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 4.66% | -1.95%+6.6pp | -752.26%+756.9pp | -1.95%+6.6pp |
| Employer contribution / active EE | $8,630 | $9,243-6.6% | $31,802-72.9% | $9,243-6.6% |
| Participant deferral / active EE | $0 | $425-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,223-100.0% | $62,356-100.0% |