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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 17 · EIN 94-3112180 | Pension Consulting | $48,228 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 13-4994650 | Securities Custodian | $16,568 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY EMERGING MARKETS Service code 28 · EIN 13-3040307 | Investment Management | $9,765 |
DCM ADVISORS1 year Service code 28 · EIN 13-3441185 | Investment Management | $7,196 |
NEWTON1 year Service code 28 · EIN 13-2662736 | Investment Management | $6,749 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $827,797-100.0% | $788,447-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 45.1%-45.1pp | 21.4%-21.4pp | 44.4%-44.4pp |
| Annual return | -28.12% | -4.32%-23.8pp | -3.21%-24.9pp | -14.65%-13.5pp |
| Employer contribution / active EE | $0 | $53,412-100.0% | $46,051-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $50,219-100.0% | $46,258-100.0% | $14,582-100.0% |