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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC9 years Filed as: J P MORGAN CHASE Service code 28 · EIN 13-6038770 111 POLARIS PARKWAY · COLUMBUS, OH 43240 | Investment Management | $249,721 |
ZENITH AMERICAN SOLUTIONS7 years Service code 13 · EIN 25-1135840 501 CARR ROAD · WILMINGTON, DE 19809 | Contract Administrator | $90,451 |
PNC BANK, N.A.1 year Filed as: ULLICO SEPARATE ACCOUNT J PNC Service code 28 · EIN 22-3952636 PO BOX 91309 · CLEVELAND, OH 44101 | Investment Management | $88,089 |
FOUNDRY PARTNERS9 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 510 FIRST AVE NORTH · MINNEAPOLIS, MN 55403 | Investment Management | $86,611 |
Filed as: YOUNG CONAWAY STARGATT TAYLOR Service code 29 · EIN 51-0082644 1000 NORTH KING STREET · WILMINGTON, DE 19801 | Legal | $77,589 |
PNC BANK, N.A.1 year Filed as: EAGLE PNC Service code 28 · EIN 22-3361201 PO BOX 91309 · CLEVELAND, OH 44101 | Investment Management | $61,119 |
PNC BANK, N.A.1 year Filed as: BOSTON MID CAP PNC Service code 28 · EIN 98-0202744 PO BOX 91309 · CLEVELAND, OH 44101 | Investment Management | $60,458 |
SAGE ADVISORY SERVICES9 years Filed as: SAGE ADVISORY SERVICES LTD Service code 28 · EIN 74-2798841 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $58,965 |
Filed as: CBIZ INC Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $58,855 |
HOLROYD GELMAN, P.C.2 years Service code 29 · EIN 92-2604351 2005 MARKET STREET · PHI, PA 19103 | Legal | $50,987 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.10% | 11.08%-3.0pp | 8.10%0pp | 8.76%-0.7pp |
| Employer contribution / active EE | $29,847 | $13,910+114.6% | $28,649+4.2% | $16,664+79.1% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |