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| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER2+ years Filed as: BRIDGEWATER ASSOCIATES, LP Service code 28 ONE GLENDINNING PLACE · WESTPORT, CT 06880 | Investment Management | $1,443,790 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 7 GIRALDA FARMS, 3RD FLOOR · MADISON, NJ 07940 | Investment Management | $1,195,309 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-4994650 | Investment Management | $1,015,126 |
BENESYS, INC.2+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $802,451 |
THE BANK OF NEW YORK MELLON2+ years Service code 28 · EIN 13-5160382 | Investment Management | $608,215 |
Filed as: QUEST INVESTMENT MANAGEMENT, INC Service code 28 · EIN 93-0880854 | Investment Management | $452,744 |
GOLDMAN SACHS2+ years Filed as: SEIZERT CAPITAL PARTNERS, LLC Service code 28 · EIN 38-3553488 | Investment Management | $346,256 |
WESTWOOD TRUST2+ years Filed as: WESTWOOD MANAGEMENT CORP Service code 28 · EIN 13-3160186 | Investment Management | $302,110 |
NEPC, LLC2+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $279,063 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 28 · EIN 04-2755549 | Investment Management | $265,317 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 10.17% | 16.32%-6.1pp | 8.32%+1.8pp | 16.32%-6.1pp |
| Employer contribution / active EE | $18,102 | $12,766+41.8% | $30,793-41.2% | $12,766+41.8% |
| Participant deferral / active EE | $0 | $800-100.0% | $90-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |