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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK, NA Service code 28 · EIN 13-4994650 | Investment Management | $362,341 |
WILLIAM C. EARHART CO., INC.2 years Filed as: WILLIAM C. EARHART CO. INC. Service code 13 · EIN 93-0509592 | Contract Administrator | $314,263 |
SEI INVESTMENTS1 year Filed as: SEI TRUST COMPANY Service code 28 · EIN 06-1271230 | Investment Management | $246,761 |
BLACKSTONE2 years Filed as: BLACKSTONE TACTICAL OPP ADVISOR LLC Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $190,668 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA FIDUCIARY MANAGMENT Service code 28 · EIN 47-2126910 | Investment Management | $178,724 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $73,000 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $46,913 |
BEYER-BARBER COMPANY6+ years Service code 11 · EIN 23-2503024 | Actuarial | $43,731 |
O'DONOGHUE & O'DONOGHUE2 years Filed as: O'DONOGHUE & O'DONOGHUE, LLP Service code 29 · EIN 53-0120528 | Legal | $42,381 |
HAMILTON LANE ADVISORS, LLC2 years Service code 28 · EIN 23-2962336 | Investment Management | $39,650 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 19.24% | 19.37%-0.1pp | 11.08%+8.2pp | 15.63%+3.6pp |
| Employer contribution / active EE | $18,674 | $13,107+42.5% | $28,418-34.3% | $11,476+62.7% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |