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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK, NA Service code 28 · EIN 13-4994650 | Investment Management | $314,742 |
WILLIAM C. EARHART CO., INC.4 years Filed as: WILLIAM C. EARHART CO. INC. Service code 13 · EIN 93-0509592 | Contract Administrator | $314,263 |
MEKETA INVESTMENT GROUP4 years Filed as: MEKETA FIDUCIARY MANAGMENT Service code 28 · EIN 47-2126910 | Investment Management | $224,358 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $73,500 |
CROW HOLDINGS CAPITAL1 year Service code 28 3819 MAPLE AVENUE · DALLAS, TX 75219 | Investment Management | $50,390 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $50,388 |
HAMILTON LANE ADVISORS, LLC4 years Service code 28 · EIN 23-2962336 | Investment Management | $49,378 |
AB FUNDS3 years Filed as: ALLIANCE BERNSTEIN LLC Service code 28 | Investment Management | $47,747 |
COMERICA BANK4 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $42,243 |
FOSTER & FOSTER2 years Filed as: FOSTER & FOSTER, INC. Service code 11 · EIN 59-1921114 | Actuarial | $38,223 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | -4.42% | 7.95%-12.4pp | 20.18%-24.6pp | 9.11%-13.5pp |
| Employer contribution / active EE | $17,786 | $14,684+21.1% | $29,108-38.9% | $12,231+45.4% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |