| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Filed as: JP MORGAN INVEST MGMT Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $1,723,418 |
Filed as: VOYA INVESTMENT LLC Service code 51 · EIN 06-1440627 | Investment Mgmt Fees | $905,906 |
Filed as: PRUDENTIAL INSURANCE CO Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $737,029 |
Filed as: SCHRODER INVESTMENT MGMT NA INC Service code 51 · EIN 13-4064414 | Investment Mgmt Fees | $696,487 |
SCOUT INVESTMENTS, INC.2 years Filed as: SCOUT INVESTMENTS INC Service code 51 · EIN 43-1925734 | Investment Mgmt Fees | $578,084 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $373,678 |
Filed as: FACTSET RESEARCH SYSTEMS INC Service code 15 45 GLOVER AVENUE · NORWALK, CT 06850 | Recordkeeping | $299,689 |
RIDGEWORTH3 years Filed as: VIRTUS PARTNERS INC Service code 51 · EIN 95-4191764 | Investment Mgmt Fees | $253,586 |
CLEARWATER ANALYTICS10+ years Service code 15 777 W MAIN ST · BOISE, ID 83702 | Recordkeeping | $251,597 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $238,214 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | -4.15% | 8.48%-12.6pp | 9.17%-13.3pp | 8.48%-12.6pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $40,523-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $42-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |