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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $530,559 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADV. TRUST CO. Service code 28 · EIN 81-4017137 | Investment Management | $169,701 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1975125 | Actuarial | $167,228 |
MARQUETTE ASSOCIATES5 years Filed as: MARQUETTE ASSOCIATES INC. Service code 16 · EIN 36-3485298 | Consulting | $165,000 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $163,247 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $146,493 |
ACADIAN ASSET MANAGEMENT LLC3 years Service code 28 · EIN 04-2929221 | Investment Management | $143,623 |
NATIONAL INVESTMENT SERVICES3 years Service code 28 · EIN 84-3937993 | Investment Management | $127,364 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $120,530 |
PATRICK MCCULLOUGH3 years Filed as: PATRICK LUDVIGSEN Service code 14 · EIN 51-6126221 | Plan Administrator | $111,868 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -10.37% | -7.95%-2.4pp | -5.85%-4.5pp | 23.41%-33.8pp |
| Employer contribution / active EE | $13,098 | $13,972-6.3% | $31,839-58.9% | $12,650+3.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |