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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $826,094 |
BLACKROCK4+ years Filed as: BLACKROCK FINANCIAL MGMT Service code 28 40 EAST 52ND STREET · NEW YORK, NY 10022 | Investment Management | $401,172 |
OAKTREE CAPITAL MANAGEMENT, L.P.4+ years Filed as: OAKTREE Service code 28 333 S GRAND AVE · LOS ANGELES, CA 90071 | Investment Management | $303,004 |
VERUS1 year Filed as: VERUS ADVISORY Service code 17 · EIN 91-1320111 | Pension Consulting | $169,583 |
THE BANK OF NEW YORK MELLON4+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $118,105 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $109,569 |
PGIM INVESTMENTS1 year Filed as: PGIM Service code 28 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $20,186 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,578,776-100.0% | $221,583-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -6.60% | -5.10%-1.5pp | -6.55%0pp | 33.37%-40.0pp |
| Employer contribution / active EE | $16,070 | $17,560-8.5% | $21,653-25.8% | $11,253+42.8% |
| Participant deferral / active EE | $0 | $304-100.0% | $160-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,920-100.0% | $99,113-100.0% |