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| Provider | Service type | Compensation |
|---|---|---|
ALLIANZ GLOBAL INVESTORS1+ years Filed as: ALLIANZ GLOBAL INVESTORS CAPITAL Service code 28 · EIN 13-3413767 | Investment Management | $390,515 |
MARKSTON INTERNATIONAL, LLC1+ years Service code 28 · EIN 13-3441185 | Investment Management | $282,239 |
BOSTON PARTNERS1+ years Filed as: THE BOSTON COMPANY ASSET MGMT, LLC Service code 28 · EIN 13-2662736 | Investment Management | $280,487 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAVARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $257,099 |
ARONSON & JOHNSON & ORTIZ, LP1+ years Filed as: ARONSON & JOHNSON & ORTIZ LP Service code 28 · EIN 23-2312104 | Investment Management | $186,656 |
CONSULTIVA INTERNATIONAL1+ years Filed as: CONSULTIVA INTERNATIONAL, INC. Service code 17 · EIN 66-0569863 | Pension Consulting | $120,000 |
GLOVISTA INVESTMENTS LLC1+ years Service code 28 · EIN 66-0810353 | Investment Management | $118,224 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 13-4994650 | Securities Custodian | $101,814 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY EMERGING MARKETS Service code 28 · EIN 13-3040307 | Investment Management | $89,481 |
FORTALEZA1+ years Filed as: FORTALEZA ASSET MANAGEMENT, INC. Service code 28 · EIN 36-3708000 | Investment Management | $50,073 |
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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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -2.11% | -0.09%-2.0pp | -0.81%-1.3pp | 1.67%-3.8pp |
| Employer contribution / active EE | $21,239 | $11,440+85.7% | $38,425-44.7% | $10,506+102.2% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |