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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $548,840 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: STONERIDGE INVESTMENT PARTNERS Service code 28 · EIN 25-1841566 | Investment Management | $373,471 |
ROBECO INVESTMENT MANAGEMENT3+ years Service code 28 · EIN 98-0202744 | Investment Management | $242,770 |
LORD ABBETT3+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $187,604 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: STONERIDGE INVESTMENT PARTNERS LLC Service code 68 | Soft dollars commissions | $182,239 |
EB NCML GLOBAL REAL RETURN FUND3+ years Service code 28 · EIN 25-6078093 | Investment Management | $177,946 |
Filed as: MUTUAL OF AMERICA Service code 28 · EIN 13-3701801 | Investment Management | $140,116 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $120,401 |
Filed as: INTECH INVESTMENT MANAGEMENT Service code 28 · EIN 01-0614895 | Investment Management | $108,270 |
KEVIN J. DRISCOLL3+ years Service code 30 · EIN 13-6149680 | Employee (plan) | $84,736 |
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 12.26% | 12.33%-0.1pp | 8.32%+3.9pp | 17.84%-5.6pp |
| Employer contribution / active EE | $22,804 | $11,641+95.9% | $30,793-25.9% | $14,688+55.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |