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| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD4+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $4,953,437 |
COLUMBIA4+ years Filed as: COLUMBIA MGMT INVESTMENT ADVISORS Service code 28 · EIN 41-1533211 | Investment Management | $1,760,672 |
ROTHSCHILD ASSET MANAGEMENT4+ years Service code 28 · EIN 13-2544634 | Investment Management | $1,527,560 |
LSV ASSET MANAGEMENT2 years Filed as: LSV ASSET MANAGEMENT LLC Service code 28 · EIN 23-2772200 | Investment Management | $887,321 |
SCHRODER INVESTMENT MANAGEMENT4+ years Filed as: SCHRODER INVESTMENT MANAGEMENT N.A. Service code 28 · EIN 13-4064414 | Investment Management | $424,753 |
Filed as: NEW YORK LIFE INSURANCE CO Service code 28 · EIN 13-5582869 | Investment Management | $420,118 |
Service code 28 · EIN 26-2237421 | Investment Management | $382,745 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $342,776 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $313,074 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 28 · EIN 22-2540245 | Investment Management | $278,413 |
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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 | $894,319,009-100.0% | $362,723-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 0.11% | 24.48%-24.4pp | 10.56%-10.5pp | 24.48%-24.4pp |
| Employer contribution / active EE | $10,590 | $9,418+12.4% | $30,199-64.9% | $9,418+12.4% |
| Participant deferral / active EE | $0 | $501-100.0% | $33-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,168-100.0% | $2,968,729-100.0% |