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| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD5+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $5,152,245 |
COLUMBIA5+ years Filed as: COLUMBIA MGMT INVESTMENT ADVISORS Service code 28 · EIN 41-1533211 | Investment Management | $1,313,349 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $597,726 |
Service code 28 · EIN 82-0983489 | Investment Management | $527,391 |
Filed as: NEW YORK LIFE INSURANCE CO Service code 28 · EIN 13-5582869 | Investment Management | $512,715 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $476,885 |
SCHRODER INVESTMENT MANAGEMENT5+ years Filed as: SCHRODER INVESTMENT MANAGEMENT N.A. Service code 28 · EIN 13-4064414 | Investment Management | $469,127 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 28 · EIN 22-1211670 | Investment Management | $413,855 |
ROTHSCHILD ASSET MANAGEMENT5+ years Service code 28 · EIN 13-2544634 | Investment Management | $402,102 |
Service code 28 · EIN 26-2237421 | Investment Management | $399,057 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 3.41% | 13.80%-10.4pp | 8.01%-4.6pp | 13.80%-10.4pp |
| Employer contribution / active EE | $9,705 | $10,386-6.6% | $29,476-67.1% | $10,386-6.6% |
| Participant deferral / active EE | $0 | $448-100.0% | $735-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |