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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 13-4994650 | Securities Custodian | $70,984 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 17 · EIN 94-3112180 | Pension Consulting | $56,649 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY EMERGING MARKETS Service code 28 · EIN 13-3040307 | Investment Management | $11,201 |
MARKSTON INTERNATIONAL, LLC6+ years Service code 28 · EIN 13-3441185 | Investment Management | $9,816 |
BOSTON PARTNERS6+ years Filed as: THE BOSTON COMPANY ASSET MGMT, LLC Service code 28 · EIN 13-2662736 | Investment Management | $9,054 |
ARONSON & JOHNSON & ORTIZ, LP6+ years Filed as: ARONSON & JOHNSON & ORTIZ LP Service code 28 · EIN 23-2312104 | Investment Management | $1,232 |
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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 | $293,167-100.0% | $373,805-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 40.1%-40.1pp | 19.3%-19.3pp | 43.1%-43.1pp |
| Annual return | 7.43% | 8.90%-1.5pp | 9.52%-2.1pp | 259.19%-251.8pp |
| Employer contribution / active EE | $0 | $50,076-100.0% | $41,951-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $16-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,317-100.0% | $1,512-100.0% | $21,502-100.0% |