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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 13-4994650 | Securities Custodian | $65,680 |
ALLIANZ GLOBAL INVESTORS2+ years Filed as: ALLIANZ GLOBAL INVESTORS CAPITAL Service code 28 · EIN 13-3413767 | Investment Management | $17,834 |
MARKSTON INTERNATIONAL, LLC2+ years Service code 28 · EIN 13-3441185 | Investment Management | $15,388 |
BOSTON PARTNERS2+ years Filed as: THE BOSTON COMPANY ASSET MGMT, LLC Service code 28 · EIN 13-2662736 | Investment Management | $14,895 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIOANL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $14,771 |
ARONSON & JOHNSON & ORTIZ, LP2+ years Filed as: ARONSON & JOHNSON & ORTIZ LP Service code 28 · EIN 23-2312104 | Investment Management | $5,474 |
GLOVISTA INVESTMENTS LLC2+ years Filed as: GLOVISTA INVESTMENTS,LLC Service code 28 · EIN 66-0810353 | Investment Management | $5,025 |
FORTALEZA2+ years Filed as: FORTALEZA ASSET MANAGEMENT, INC. Service code 28 · EIN 36-3708000 | Investment Management | $2,181 |
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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 | $364,560-100.0% | $374,107-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 45.9%-45.9pp | 22.0%-22.0pp | 45.6%-45.6pp |
| Annual return | 4.86% | 3.93%+0.9pp | 4.74%+0.1pp | 4.16%+0.7pp |
| Employer contribution / active EE | $0 | $47,405-100.0% | $36,089-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $59-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $11,576-100.0% | $10,677-100.0% | $21,465-100.0% |