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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 13-4994650 | Securities Custodian | $66,162 |
ALLIANZ GLOBAL INVESTORS1+ years Filed as: ALLIANZ GLOBAL INVESTORS CAPITAL Service code 28 · EIN 13-3413767 | Investment Management | $20,438 |
MARKSTON INTERNATIONAL, LLC1+ years Service code 28 · EIN 13-3441185 | Investment Management | $16,325 |
BOSTON PARTNERS1+ years Filed as: THE BOSTON COMPANY ASSET MGMT, LLC Service code 28 · EIN 13-2662736 | Investment Management | $16,057 |
ARONSON & JOHNSON & ORTIZ, LP1+ years Filed as: ARONSON & JOHNSON & ORTIZ LP Service code 28 · EIN 23-2312104 | Investment Management | $9,770 |
GLOVISTA INVESTMENTS LLC1+ years Filed as: GLOVISTA INVESTMENTS,LLC Service code 28 · EIN 66-0810353 | Investment Management | $5,882 |
FORTALEZA1+ years Filed as: FORTALEZA ASSET MANAGEMENT, INC. Service code 28 · EIN 36-3708000 | Investment Management | $3,367 |
GUAYACAN FUND OF FUNDS II1+ years Service code 28 · EIN 66-0536180 | Investment Management | $499 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $258,845-100.0% | $846,462-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 51.0%-51.0pp | 23.1%-23.1pp | 48.7%-48.7pp |
| Annual return | -2.20% | -1.13%-1.1pp | -0.81%-1.4pp | -2.16%0pp |
| Employer contribution / active EE | $0 | $49,652-100.0% | $38,425-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $367-100.0% | $315-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $15,092-100.0% | $15,697-100.0% | $12,572-100.0% |