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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIOANL TRUST Service code 17 · EIN 94-3112180 | Pension Consulting | $52,792 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 13-4994650 | Securities Custodian | $46,375 |
MARKSTON INTERNATIONAL, LLC3+ years Service code 28 · EIN 13-3441185 | Investment Management | $10,935 |
BOSTON PARTNERS3+ years Filed as: THE BOSTON COMPANY ASSET MGMT, LLC Service code 28 · EIN 13-2662736 | Investment Management | $7,812 |
ALLIANZ GLOBAL INVESTORS3+ years Filed as: ALLIANZ GLOBAL INVESTORS CAPITAL Service code 28 · EIN 13-3413767 | Investment Management | $6,672 |
Filed as: MORGAN STANLEY EMERGING MARKETS Service code 28 · EIN 13-3040307 | Investment Management | $6,124 |
GLOVISTA INVESTMENTS LLC3+ years Filed as: GLOVISTA INVESTMENTS,LLC Service code 28 · EIN 66-0810353 | Investment Management | $4,424 |
ARONSON & JOHNSON & ORTIZ, LP3+ years Filed as: ARONSON & JOHNSON & ORTIZ LP Service code 28 · EIN 23-2312104 | Investment Management | $1,003 |
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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 | $425,338-100.0% | $411,917-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 35.6%-35.6pp | 16.2%-16.2pp | 45.9%-45.9pp |
| Annual return | 15.21% | 9.03%+6.2pp | 10.36%+4.8pp | 10.21%+5.0pp |
| Employer contribution / active EE | $0 | $48,592-100.0% | $37,738-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $154-100.0% | $137-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $16,407-100.0% | $15,661-100.0% | $13,518-100.0% |