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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 | Bank Trustee | $90,341 |
INVESTMENT PERFORMANCE SERVICES9+ years Service code 16 · EIN 58-2432390 | Consulting | $75,516 |
WEDGE CAPITAL MANAGEMENT9+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $68,482 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 51 · EIN 04-2895544 | Investment Mgmt Fees | $44,090 |
THE SEGAL COMPANY9+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $41,500 |
PEDELAHORE & CO. LLP9+ years Service code 10 · EIN 72-0535866 | Accounting | $36,800 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 51 · EIN 13-3869666 | Investment Mgmt Fees | $36,234 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: CHEVY CHASE TRUST Service code 51 · EIN 52-2037618 | Investment Mgmt Fees | $25,752 |
OSBORN CARREIRO & ASSOCIATES9+ years Filed as: OSBORN, CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 | Actuarial | $22,000 |
Filed as: ROBEIN, URANN, SPENCER, ET AL Service code 29 · EIN 72-0999672 | Legal | $18,888 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.38% | 11.08%-1.7pp | 8.10%+1.3pp | 8.76%+0.6pp |
| Employer contribution / active EE | $9,028 | $13,910-35.1% | $28,665-68.5% | $16,650-45.8% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |