Filed March 13, 2023 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-2669543 | Investment Management | $73,231 |
EATON VANCE1 year Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-3101341 | Investment Management | $37,279 |
Filed as: LEGAL & GENERAL AMERICA, INC Service code 28 · EIN 52-1236150 | Investment Management | $36,356 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $21,079 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (securities); Other fees; I... | $6,299 |
Filed as: AXIOM INTERNATIONAL INVESTORS, LLC Service code 28 · EIN 34-2057991 | Investment Management | $0 |
BLACKROCK3+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $0 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: J.P. MORGAN CHASE BANK, NA Service code 19 · EIN 13-4994650 | Securities Custodian | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 8.46% | -1.12%+9.6pp | -2.18%+10.6pp | 0.19%+8.3pp |
| Employer contribution / active EE | $37,442 | $12,052+210.7% | $38,751-3.4% | $13,763+172.1% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |