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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $359,691 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $241,190 |
NATIONAL INVESTMENT SERVICES6 years Service code 28 · EIN 84-3937993 | Investment Management | $224,688 |
MARQUETTE ASSOCIATES8 years Filed as: MARQUETTE ASSOCIATES INC. Service code 17 · EIN 36-3485298 | Pension Consulting | $165,000 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J.P. MORGAN INVESTMENT MGMNT Service code 28 277 PARK AVENUE · NEW YORK, NY 10012 | Investment Management | $164,239 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET GLOBAL ADV. TRUST CO. Service code 19 · EIN 81-4017137 | Securities Custodian | $158,844 |
ACADIAN ASSET MANAGEMENT LLC6 years Service code 28 · EIN 04-2929221 | Investment Management | $150,340 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1975125 | Actuarial | $145,058 |
PATRICK MCCULLOUGH6 years Filed as: PATRICK LUDVIGSEN Service code 14 · EIN 51-6126221 | Plan Administrator | $121,828 |
Filed as: PATRICIA ZIEGLER Service code 30 · EIN 51-6126221 | Employee (plan) | $114,606 |
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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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 10.75% | 10.08%+0.7pp | 8.99%+1.8pp | 8.88%+1.9pp |
| Employer contribution / active EE | $14,318 | $15,398-7.0% | $25,171-43.1% | $15,934-10.1% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |