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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JANUS CAPITAL MANAGMENT Service code 28 · EIN 30-6537520 | Investment Management | $165,716 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 123 SOUTH BROAD STREET · PHILADELPHIA, PA 19109 | Investment Management | $142,917 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $95,354 |
Filed as: BARINGS FOCUSED FUND Service code 28 · EIN 98-0457328 | Investment Management | $92,716 |
ASSET STRATEGY CONSULTANTS7+ years Filed as: ASSET CONSULTING GROUP Service code 27 · EIN 43-1512694 | Advisory (Plan) | $80,000 |
BASYS7+ years Filed as: BASYS, INC. Service code 15 · EIN 52-1796473 3700 KOPPERS STREET · BALTIMORE, MD 21227 | Recordkeeping | $78,173 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 | Actuarial | $77,095 |
JAMA BARBOUR7+ years Service code 14 · EIN 42-6086687 | Plan Administrator | $59,156 |
INCOME RESEARCH & MANAGEMENT4 years Service code 28 · EIN 04-2955404 | Investment Management | $57,049 |
JORDYN COX1 year Service code 30 · EIN 42-6086687 | Employee (plan) | $49,139 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 10.30% | 19.37%-9.1pp | 11.08%-0.8pp | 15.63%-5.3pp |
| Employer contribution / active EE | $15,843 | $13,107+20.9% | $28,418-44.3% | $11,476+38.1% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |