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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $562,503 |
BLACKROCK1+ years Filed as: BLACKROCK FINANCIAL MGMT Service code 28 40 EAST 52ND STREET · NEW YORK, NY 10022 | Investment Management | $255,529 |
WURTS ASSOCIATES1+ years Filed as: WURTS AND ASSOCIATES Service code 17 · EIN 91-1320111 | Pension Consulting | $160,000 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $106,283 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $90,677 |
OAKTREE CAPITAL MANAGEMENT, L.P.1+ years Filed as: OAKTREE Service code 28 333 S GRAND AVE · LOS ANGELES, CA 90071 | Investment Management | $90,036 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $28,100 |
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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 | $14,096,330-100.0% | $10,105-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | -1.27% | -3.37%+2.1pp | 16.23%-17.5pp | 1.67%-2.9pp |
| Employer contribution / active EE | $7,947 | $15,879-50.0% | $17,605-54.9% | $10,506-24.4% |
| Participant deferral / active EE | $0 | $1,137-100.0% | $237-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $11-100.0% | $66,276-100.0% |