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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $700,910 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS Service code 27 · EIN 52-6435649 | Advisory (Plan) | $522,116 |
BOSTON PARTNERS3 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $320,723 |
LORD ABBETT7+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $219,022 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $203,461 |
VITECH SYSTEMS GROUP7+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $192,146 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $140,697 |
FOUNDRY PARTNERS3 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $139,663 |
ATALANTA SOSNOFF2 years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0451050 | Investment Management | $129,281 |
WILLIAM J. TURNBULL7+ years Service code 30 · EIN 13-6149680 | Employee (plan) | $98,233 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 13.48% | 19.37%-5.9pp | 11.08%+2.4pp | 15.63%-2.1pp |
| Employer contribution / active EE | $20,433 | $13,107+55.9% | $28,418-28.1% | $11,476+78.1% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |