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| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER1+ years Filed as: BRIDGEWATER ASSOCIATES, LP Service code 28 ONE GLENDINNING PLACE · WESTPORT, CT 06880 | Investment Management | $1,491,333 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 7 GIRALDA FARMS, 3RD FLOOR · MADISON, NJ 07940 | Investment Management | $943,955 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-4994650 | Investment Management | $914,291 |
GROOM LAW GROUP1+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $794,653 |
BENESYS, INC.1+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $778,352 |
THE BANK OF NEW YORK MELLON1+ years Service code 28 · EIN 13-5160382 | Investment Management | $366,401 |
FINKEL WHITEFIELD SELIK1+ years Filed as: FINKEL, WHITEFIELD, SELIK Service code 29 · EIN 38-2529039 | Legal | $357,047 |
GOLDMAN SACHS1+ years Filed as: SEIZERT CAPITAL PARTNERS, LLC Service code 28 · EIN 38-3553488 | Investment Management | $327,734 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 28 · EIN 04-2755549 | Investment Management | $315,225 |
NEPC, LLC1+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $303,190 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $57,821-100.0% | $209,859-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 42.7%-42.7pp | 5.5%-5.5pp |
| Annual return | -3.86% | 5.86%-9.7pp | 4.16%-8.0pp | 5.86%-9.7pp |
| Employer contribution / active EE | $17,193 | $10,137+69.6% | $29,966-42.6% | $10,137+69.6% |
| Participant deferral / active EE | $0 | $492-100.0% | $145-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $13,952-100.0% | $387-100.0% |