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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT2+ years Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $109,017 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK, NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $84,744 |
RBC GLOBAL ASSET MANAGEMENT2+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $79,373 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS, LLC Service code 11 · EIN 52-1231144 | Actuarial | $52,373 |
Filed as: U.S. REAL ESTATE INVESTMENT FD, LLC Service code 28 · EIN 11-3786306 | Investment Management | $43,963 |
REYNOLDS CONSULTING SERVICES2+ years Filed as: REYNOLDS SECURITIES, LTD. Service code 27 · EIN 20-1899564 | Advisory (Plan) | $30,000 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 51 · EIN 06-1050034 | Investment Mgmt Fees | $27,393 |
M&T INVESTMENT GROUP2+ years Service code 19 · EIN 16-0538020 | Securities Custodian | $19,649 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES AND COMPANY, L.P. Service code 51 · EIN 04-0320003 | Investment Mgmt Fees | $17,184 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $15,977 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 6.14% | 5.13%+1.0pp | 4.74%+1.4pp | 7.18%-1.0pp |
| Employer contribution / active EE | $33,926 | $14,689+131.0% | $36,089-6.0% | $13,095+159.1% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |