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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $457,935 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: STONERIDGE INVESTMENT PARTNERS Service code 28 · EIN 25-1841566 | Investment Management | $343,109 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: STONERIDGE INVESTMENT PARTNERS LLC Service code 68 | Securities brokerage commissions and ... | $254,412 |
ROBECO INVESTMENT MANAGEMENT2+ years Service code 28 · EIN 98-0202744 | Investment Management | $236,579 |
LORD ABBETT2+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $184,995 |
EB NCML GLOBAL REAL RETURN FUND2+ years Service code 28 · EIN 25-6078093 | Investment Management | $166,199 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $118,110 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $93,093 |
VITECH SYSTEMS GROUP2+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $85,816 |
Filed as: MUTUAL OF AMERICA Service code 28 · EIN 13-3701801 | Investment Management | $82,393 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 8.15% | 3.63%+4.5pp | 4.16%+4.0pp | 9.19%-1.0pp |
| Employer contribution / active EE | $23,326 | $11,363+105.3% | $29,966-22.2% | $12,608+85.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |