| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: JP MORGAN INVEST MGMT Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $1,702,558 |
Filed as: PRUDENTIAL INSURANCE CO Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $908,313 |
Filed as: SCHRODER INVESTMENT MGMT NA INC Service code 51 · EIN 13-4064414 | Investment Mgmt Fees | $849,069 |
Filed as: VOYA INVESTMENT LLC Service code 51 · EIN 06-1440627 | Investment Mgmt Fees | $817,914 |
SCOUT INVESTMENTS, INC.1 year Filed as: SCOUT INVESTMENTS INC Service code 51 · EIN 43-1925734 | Investment Mgmt Fees | $435,502 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $362,273 |
DESERET TRUST COMPANY8 years Service code 19 · EIN 87-0291656 | Securities Custodian | $299,861 |
MARKIT1 year Filed as: MARKIT NORTH AMERICA INC Service code 15 · EIN 13-4153988 | Recordkeeping | $297,870 |
Filed as: FACTSET RESEARCH SYSTEMS INC Service code 15 45 GLOVER AVENUE · NORWALK, CT 06850 | Recordkeeping | $289,052 |
SAGITEC SOLUTIONS LLC5 years Service code 15 · EIN 20-0970684 | Recordkeeping | $284,489 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 4.03% | 9.90%-5.9pp | 12.68%-8.6pp | 13.18%-9.2pp |
| Employer contribution / active EE | $19 | $7,519-99.7% | $41,626-100.0% | $8,469-99.8% |
| Participant deferral / active EE | $0 | $0 | $96-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |