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| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD6+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $5,158,615 |
COLUMBIA6+ years Filed as: COLUMBIA MGMT INVESTMENT ADVISORS Service code 28 · EIN 13-3180631 | Investment Management | $1,815,653 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $907,498 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $906,624 |
INSIGHT NORTH AMERICA LLC2 years Service code 28 · EIN 82-0983489 | Investment Management | $594,784 |
Filed as: NEW YORK LIFE INSURANCE CO Service code 28 · EIN 13-5582869 | Investment Management | $591,946 |
SCHRODER INVESTMENT MANAGEMENT6+ years Filed as: SCHRODER INVESTMENT MANAGEMENT N.A. Service code 28 · EIN 13-4064414 | Investment Management | $475,370 |
Service code 28 · EIN 26-2237421 | Investment Management | $406,024 |
ROTHSCHILD ASSET MANAGEMENT6+ years Service code 28 · EIN 13-2544634 | Investment Management | $371,861 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $318,087 |
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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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 23.54% | 13.51%+10.0pp | 11.08%+12.5pp | 13.51%+10.0pp |
| Employer contribution / active EE | $10,224 | $8,170+25.1% | $28,418-64.0% | $8,170+25.1% |
| Participant deferral / active EE | $0 | $488-100.0% | $86-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |