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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT1+ years Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $120,787 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $84,682 |
RBC GLOBAL ASSET MANAGEMENT1+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $81,904 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS, LLC Service code 11 · EIN 52-1231144 | Actuarial | $44,827 |
Filed as: U.S. REAL ESTATE INVESTMENT FD, LLC Service code 28 · EIN 11-3786306 | Investment Management | $36,000 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $27,814 |
REYNOLDS CONSULTING SERVICES1+ years Filed as: REYNOLDS SECURITIES, LTD. Service code 27 · EIN 20-1899564 | Advisory (Plan) | $25,750 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 51 · EIN 06-1050034 | Investment Mgmt Fees | $24,222 |
ABATO, RUBENSTEIN & ABATO1+ years Service code 29 · EIN 52-0904713 | Legal | $16,688 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES AND COMPANY, L.P. Service code 51 · EIN 04-0320003 | Investment Mgmt Fees | $16,667 |
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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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | 1.61% | 0.06%+1.6pp | -0.81%+2.4pp | -0.60%+2.2pp |
| Employer contribution / active EE | $5,656 | $14,206-60.2% | $38,425-85.3% | $12,272-53.9% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |