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| Provider | Service type | Compensation |
|---|---|---|
ALINDA3+ years Service code 28 · EIN 20-3103500 | Investment Management | $2,077,152 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $1,400,633 |
Filed as: GRANTHAM MAYO VAN OTTERLOO CO LLC Service code 28 · EIN 45-2174907 | Investment Management | $1,273,361 |
BDO USA, LLP3+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $1,032,032 |
ACCOUNTING DEPARTMENT3+ years Filed as: MIS DEPARTMENT Service code 30 · EIN 13-6414972 | Direct payment from the plan; Employe... | $1,014,585 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-6033492 | Investment Management | $641,507 |
ACCOUNTING DEPARTMENT3+ years Filed as: REMITTANCE PROCESSING DEPARTMENT Service code 30 · EIN 13-6414972 | Direct payment from the plan; Employe... | $591,631 |
ACCOUNTING DEPARTMENT3+ years Filed as: CONTRIBUTION SERVICES DEPARTMENT Service code 30 · EIN 13-6414972 | Direct payment from the plan; Employe... | $569,277 |
EXECUTIVE INSURANCE AGENCY INC3+ years Filed as: EXECUTIVE DEPARTMENT Service code 30 · EIN 13-6414972 | Direct payment from the plan; Employe... | $538,329 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $478,947 |
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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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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 | $14,491,905-100.0% | $256,121-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 37.7%-37.7pp | 5.3%-5.3pp |
| Annual return | 12.83% | 1057.21%-1044.4pp | 9.60%+3.2pp | 1057.21%-1044.4pp |
| Employer contribution / active EE | $6,656 | $14,374-53.7% | $45,595-85.4% | $14,374-53.7% |
| Participant deferral / active EE | $0 | $351-100.0% | $255-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $9,523-100.0% | $81,210-100.0% |