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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $718,258 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS Service code 27 · EIN 52-6435649 | Advisory (Plan) | $505,686 |
BOSTON PARTNERS5 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $267,027 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $199,477 |
VITECH SYSTEMS GROUP9+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $191,886 |
FOUNDRY PARTNERS5 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $147,451 |
ATALANTA SOSNOFF4 years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0451050 | Investment Management | $121,627 |
WILLIAM J. TURNBULL9+ years Service code 30 · EIN 13-6149680 | Employee (plan) | $88,909 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $79,712 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $72,518 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 6.11% | 7.95%-1.8pp | 20.18%-14.1pp | 9.11%-3.0pp |
| Employer contribution / active EE | $21,097 | $14,684+43.7% | $29,108-27.5% | $12,231+72.5% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |