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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $562,484 |
ROBECO INVESTMENT MANAGEMENT4+ years Service code 28 · EIN 98-0202744 | Investment Management | $243,973 |
LORD ABBETT1 year Filed as: LORD ABBETT & CO., LLC Service code 28 · EIN 13-5620131 | Investment Management | $173,672 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: STONERIDGE INVESTMENT PARTNERS Service code 28 · EIN 25-1841566 | Investment Management | $138,746 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $130,363 |
Filed as: MUTUAL OF AMERICA Service code 28 · EIN 13-3701801 | Investment Management | $130,268 |
KEVIN J. DRISCOLL4+ years Service code 30 · EIN 13-6149680 | Employee (plan) | $87,265 |
EB NCML GLOBAL REAL RETURN FUND4+ years Service code 28 · EIN 25-6078093 | Investment Management | $86,899 |
Filed as: INTECH INVESTMENT MANAGEMENT Service code 28 · EIN 01-0614895 | Investment Management | $84,792 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $75,117 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -5.28% | 2.02%-7.3pp | -752.26%+747.0pp | 33.37%-38.6pp |
| Employer contribution / active EE | $23,800 | $12,422+91.6% | $31,802-25.2% | $11,253+111.5% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |