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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $749,561 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS Service code 27 · EIN 52-6435649 | Advisory (Plan) | $550,614 |
BOSTON PARTNERS4 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $299,695 |
VITECH SYSTEMS GROUP8+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $204,373 |
LORD ABBETT8+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $192,288 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $142,908 |
FOUNDRY PARTNERS4 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $133,190 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $112,919 |
ATALANTA SOSNOFF3 years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0451050 | Investment Management | $99,472 |
WILLIAM J. TURNBULL8+ years Service code 30 · EIN 13-6149680 | Employee (plan) | $85,545 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -8.13% | -7.95%-0.2pp | -5.85%-2.3pp | 23.41%-31.5pp |
| Employer contribution / active EE | $21,148 | $13,972+51.4% | $31,839-33.6% | $12,650+67.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |