| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: ZACK'S INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 111 NORTH CANAL STREET · CHICAGO, IL 60606 | Investment Management | $308,854 |
BOSTON PARTNERS10+ years Service code 28 · EIN 98-0202744 909 3RD AVENUE - FLOOR 32 · NEW YORK, NY 100224751 | Investment Management | $234,818 |
NEWTOWER TRUST COMPANY6 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 7315 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $232,416 |
MANNING & NAPIER10+ years Service code 28 · EIN 16-0095736 6099 RIVERSIDE DRIVE · DUBLIN, OH 43017 | Investment Management | $199,818 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL Service code 28 · EIN 52-2288019 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $188,086 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 28 · EIN 13-3200244 277 PARK AVENUE, 2ND FLOOR · NEW YORK, NY 10172 | Investment Management | $140,638 |
UNITED NATIONAL BANK10+ years Service code 19 · EIN 55-0249860 500 VIRGINIA STREET, EAST · CHARLESTON, WV 25322 | Securities Custodian | $138,862 |
Filed as: ADAMS STREET PARTNERS, LLC Service code 28 · EIN 36-4395178 ONE NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $115,018 |
STEEL OAKS10+ years Service code 28 · EIN 55-0754821 3205 PENNSYLVANIA AVENUE · WIERTON, WV 26062 | Investment Management | $108,162 |
BLACKSTONE2 years Filed as: BLACKSTONE PARTNERS Service code 28 · EIN 20-8875684 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $106,220 |
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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 3.71% | 10.08%-6.4pp | 8.99%-5.3pp | 8.88%-5.2pp |
| Employer contribution / active EE | $12,529 | $15,398-18.6% | $25,171-50.2% | $15,934-21.4% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |