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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5+ years Service code 10 · EIN 38-2383171 | Accounting | $435,869 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 400 EAST PRATT ST STE 910 · BALTIMORE, MD 212023127 | Investment Management | $374,269 |
LOOMIS SAYLES3 years Filed as: LOOMIS, SAYLES, & COMPANY, P.C. Service code 28 · EIN 04-1554520 | Investment Management | $339,290 |
Service code 49 · EIN 38-2286296 | Other Services | $295,185 |
MARQUETTE ASSOCIATES5+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 180 N LASALLE ST STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $256,500 |
O'SHAUGHNESSY ASSET MANAGEMENT5+ years Filed as: O'SHAUGHNESSY ASSET MANAGEMENT, LLC Service code 28 6 SUBURBAN AVENUE · STAMFORD, CT 06901 | Investment Management | $98,946 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $69,545 |
Service code 29 · EIN 83-2893229 | Legal | $53,998 |
Filed as: BOYD WATTERSON ASSET MGT, LLC Service code 28 1801 E NORTH ST. STE 1400 · CLEVELAND, OH 44114 | Investment Management | $48,493 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $42,782 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | -1.29% | 6.82%-8.1pp | 8.01%-9.3pp | 12.86%-14.2pp |
| Employer contribution / active EE | $11,035 | $12,695-13.1% | $29,476-62.6% | $13,687-19.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |