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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 17 · EIN 94-3112180 | Pension Consulting | $54,171 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 13-4994650 | Securities Custodian | $41,104 |
MARKSTON INTERNATIONAL, LLC5+ years Service code 28 · EIN 13-3441185 | Investment Management | $11,110 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY EMERGING MARKETS Service code 28 · EIN 13-3040307 | Investment Management | $10,622 |
BOSTON PARTNERS5+ years Filed as: THE BOSTON COMPANY ASSET MGMT, LLC Service code 28 · EIN 13-2662736 | Investment Management | $8,378 |
ARONSON & JOHNSON & ORTIZ, LP5+ years Filed as: ARONSON & JOHNSON & ORTIZ LP Service code 28 · EIN 23-2312104 | Investment Management | $2,112 |
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $354,213-100.0% | $568,132-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 47.3%-47.3pp |
| Annual return | 14.79% | 12.49%+2.3pp | 14.64%+0.2pp | 12.16%+2.6pp |
| Employer contribution / active EE | $0 | $52,238-100.0% | $41,831-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $219-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,274-100.0% | $36,942-100.0% | $17,640-100.0% |