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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $350,761 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN INVESTMENT MGMNT Service code 28 277 PARK AVENUE · NEW YORK, NY 10012 | Investment Management | $204,744 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET GLOBAL ADV. TRUST CO. Service code 19 · EIN 81-4017137 | Securities Custodian | $193,383 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $179,662 |
MARQUETTE ASSOCIATES7 years Filed as: MARQUETTE ASSOCIATES INC. Service code 17 · EIN 36-3485298 | Pension Consulting | $165,000 |
NATIONAL INVESTMENT SERVICES5 years Service code 28 · EIN 84-3937993 | Investment Management | $162,636 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1975125 | Actuarial | $156,375 |
ACADIAN ASSET MANAGEMENT LLC5 years Service code 28 · EIN 04-2929221 | Investment Management | $138,065 |
PATRICK MCCULLOUGH5 years Filed as: PATRICK LUDVIGSEN Service code 14 · EIN 51-6126221 | Plan Administrator | $119,447 |
Filed as: PATRICIA ZIEGLER Service code 30 · EIN 51-6126221 | Employee (plan) | $110,650 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.06% | 10.33%+0.7pp | 8.10%+3.0pp | 9.30%+1.8pp |
| Employer contribution / active EE | $14,009 | $14,972-6.4% | $28,649-51.1% | $12,551+11.6% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |