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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIOANL TRUST Service code 17 · EIN 94-3112180 | Pension Consulting | $163,104 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 13-4994650 | Securities Custodian | $42,114 |
MARKSTON INTERNATIONAL, LLC4+ years Service code 28 · EIN 13-3441185 | Investment Management | $11,026 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY EMERGING MARKETS Service code 28 · EIN 13-3040307 | Investment Management | $10,808 |
BOSTON PARTNERS4+ years Filed as: THE BOSTON COMPANY ASSET MGMT, LLC Service code 28 · EIN 13-2662736 | Investment Management | $8,031 |
ARONSON & JOHNSON & ORTIZ, LP4+ years Filed as: ARONSON & JOHNSON & ORTIZ LP Service code 28 · EIN 23-2312104 | Investment Management | $1,824 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $233,278-100.0% | $379,314-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 37.6%-37.6pp | 17.4%-17.4pp | 46.4%-46.4pp |
| Annual return | -7.09% | -2.89%-4.2pp | -2.18%-4.9pp | -82.67%+75.6pp |
| Employer contribution / active EE | $0 | $50,326-100.0% | $38,751-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $4,632-100.0% | $4,180-100.0% | $11,204-100.0% |