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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $333,781 |
BLACKROCK2+ years Filed as: BLACKROCK FINANCIAL MGMT Service code 28 40 EAST 52ND STREET · NEW YORK, NY 10022 | Investment Management | $187,410 |
VENUS ADVISORY1 year Service code 17 · EIN 91-1320111 | Pension Consulting | $167,938 |
OAKTREE CAPITAL MANAGEMENT, L.P.2+ years Filed as: OAKTREE Service code 28 333 S GRAND AVE · LOS ANGELES, CA 90071 | Investment Management | $140,632 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $108,259 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $90,887 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $27,800 |
DORSEY & WHITNEY LLP1 year Filed as: DORSEY AND WHITNEY Service code 29 50 SOUTH 6TH ST #1500 · MINNEAPOLIS, MN 55402 | Legal | $6,268 |
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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 | $381,942,733-100.0% | $14,339-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 0.0%0pp |
| Annual return | 8.17% | 9.70%-1.5pp | 1.15%+7.0pp | 9.19%-1.0pp |
| Employer contribution / active EE | $15,007 | $15,369-2.4% | $26,339-43.0% | $12,608+19.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $178-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,605-100.0% | $2,655,710-100.0% |