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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANCE B. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $291,533 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: EPOCH Service code 28 · EIN 20-1003862 | Investment Management | $239,011 |
MERCER1+ years Service code 11 · EIN 61-0736136 | Actuarial | $219,668 |
BLUEBAY ASSET MANAGEMENT LLP1+ years Service code 28 · EIN 98-1028247 | Investment Management | $217,183 |
KBI GLOBAL INVESTORS1+ years Filed as: KBI Service code 28 · EIN 98-0460079 | Investment Management | $187,309 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $181,759 |
Filed as: BPPR - TRUST Service code 21 · EIN 66-0561870 | Bank Trustee | $158,140 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 21 · EIN 13-4994650 | Bank Trustee | $150,323 |
JP ASSET MANAGEMENT1+ years Service code 28 · EIN 27-3584126 | Investment Management | $11,326 |
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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $186,087-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.0%0pp |
| Annual return | -9.32% | 1.67%-11.0pp | -2.13%-7.2pp | 1.67%-11.0pp |
| Employer contribution / active EE | $36,863 | $10,506+250.9% | $34,127+8.0% | $10,506+250.9% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $131-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $941-100.0% | $66,276-100.0% |