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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 17 · EIN 94-3112180 | Pension Consulting | $43,598 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 13-4994650 | Securities Custodian | $21,024 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY EMERGING MARKETS Service code 28 · EIN 13-3040307 | Investment Management | $9,398 |
DCM ADVISORS2 years Service code 28 · EIN 13-3441185 | Investment Management | $7,150 |
NEWTON2 years Service code 28 · EIN 13-2662736 | Investment Management | $6,998 |
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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 | $265,195-100.0% | $422,209-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 49.8%-49.8pp | 23.3%-23.3pp | 55.8%-55.8pp |
| Annual return | 5.14% | 13.43%-8.3pp | 12.68%-7.5pp | 24.44%-19.3pp |
| Employer contribution / active EE | $0 | $48,174-100.0% | $41,626-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,528-100.0% | $10,609-100.0% | $22,013-100.0% |