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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GRANTHAM MAYO VAN OTTERLOO CO LLC Service code 28 · EIN 45-2174907 | Investment Management | $1,444,759 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $1,351,785 |
BDO USA, LLP2+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $908,289 |
TA ASSOCIATE2+ years Service code 28 · EIN 01-0065490 | Investment Management | $698,004 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-6033492 | Investment Management | $683,554 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Investment management fees paid indir... | $417,198 |
ALINDA2+ years Service code 28 · EIN 20-3103500 | Investment Management | $416,304 |
IFM INVESTORS PTY LTD2+ years Filed as: IFM GLOBAL INFRASTRUCTURE FUND Service code 28 · EIN 98-0569684 | Investment Management | $385,790 |
ARONSON & JOHNSON & ORTIZ, LP2+ years Filed as: ARONSON & JOHNSON & ORTIZ LLP Service code 28 · EIN 23-2312104 | Investment Management | $365,000 |
ROCKPOINT REAL ESTATE2+ years Service code 28 · EIN 47-2190213 | Investment Management | $360,839 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $40,289-100.0% | $18,392,177-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 37.5%-37.5pp | 4.2%-4.2pp |
| Annual return | 2.53% | 10.64%-8.1pp | 3.99%-1.5pp | 10.64%-8.1pp |
| Employer contribution / active EE | $6,373 | $11,561-44.9% | $38,279-83.4% | $11,561-44.9% |
| Participant deferral / active EE | $0 | $347-100.0% | $386-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $140,034-100.0% | $312-100.0% |