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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 17 · EIN 94-3112180 | Pension Consulting | $58,942 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 13-4994650 | Securities Custodian | $22,215 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY EMERGING MARKETS Service code 28 · EIN 13-3040307 | Investment Management | $13,103 |
BOSTON PARTNERS7+ years Filed as: THE BOSTON COMPANY ASSET MGMT, LLC Service code 28 · EIN 13-2662736 | Investment Management | $8,950 |
MARKSTON INTERNATIONAL, LLC7+ years Service code 28 · EIN 13-3441185 | Investment Management | $8,806 |
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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 | $319,986-100.0% | $454,052-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 35.8%-35.8pp | 18.4%-18.4pp | 37.6%-37.6pp |
| Annual return | 2.62% | 7.47%-4.9pp | 8.95%-6.3pp | 9.30%-6.7pp |
| Employer contribution / active EE | $0 | $54,901-100.0% | $46,559-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $24,500-100.0% | $19,831-100.0% | $12,596-100.0% |