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| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD7+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $5,910,771 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $1,456,451 |
COLUMBIA7+ years Filed as: COLUMBIA MGMT INVESTMENT ADVISORS Service code 28 · EIN 41-1533211 | Investment Management | $1,218,775 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $1,060,047 |
Filed as: NEW YORK LIFE INSURANCE CO Service code 28 · EIN 13-5582869 | Investment Management | $664,834 |
Filed as: INSIGHT NORTH AMERICA, LLC Service code 28 · EIN 82-0983489 | Investment Management | $573,729 |
Service code 28 · EIN 26-2237421 | Investment Management | $468,824 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 28 · EIN 22-2540245 | Investment Management | $405,412 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $365,382 |
SCHRODER INVESTMENT MANAGEMENT7+ years Filed as: SCHRODER INVESTMENT MANAGEMENT N.A. Service code 28 · EIN 13-4064414 | Investment Management | $360,202 |
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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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -11.89% | -5.36%-6.5pp | -5.85%-6.0pp | 7.68%-19.6pp |
| Employer contribution / active EE | $12,042 | $12,163-1.0% | $31,839-62.2% | $9,142+31.7% |
| Participant deferral / active EE | $0 | $1-100.0% | $2-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |