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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JANUS CAPITAL MANAGMENT Service code 28 · EIN 30-6537520 | Investment Management | $177,030 |
Filed as: BARINGS FOCUSED FUND Service code 28 · EIN 98-0457328 | Investment Management | $128,865 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 123 SOUTH BROAD STREET · PHILADELPHIA, PA 19109 | Investment Management | $114,552 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $95,997 |
ASSET STRATEGY CONSULTANTS6+ years Filed as: ASSET CONSULTING GROUP Service code 27 · EIN 43-1512694 | Advisory (Plan) | $80,000 |
BASYS6+ years Filed as: BASYS, INC. Service code 15 · EIN 52-1796473 3700 KOPPERS STREET · BALTIMORE, MD 21227 | Recordkeeping | $79,094 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $68,841 |
INCOME RESEARCH & MANAGEMENT3 years Service code 28 · EIN 04-2955404 | Investment Management | $57,218 |
FOX ROTHSCHILD LLP1 year Filed as: FOX ROTHSCHILD Service code 29 · EIN 23-1404723 | Legal | $43,329 |
JAMA BARBOUR6+ years Service code 14 · EIN 42-6086687 | Plan Administrator | $41,352 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 12.46% | 6.82%+5.6pp | 8.01%+4.5pp | 12.86%-0.4pp |
| Employer contribution / active EE | $14,467 | $12,695+14.0% | $29,476-50.9% | $13,687+5.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |