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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $458,954 |
BLACKROCK6+ years Filed as: BLACKROCK FINANCIAL MGMT Service code 28 40 EAST 52ND STREET · NEW YORK, NY 10022 | Investment Management | $278,350 |
VERUS3 years Filed as: VERUS ADVISORY Service code 17 · EIN 91-1320111 | Pension Consulting | $231,500 |
THE BANK OF NEW YORK MELLON2 years Filed as: U.S BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $126,924 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $76,782 |
OAKTREE CAPITAL MANAGEMENT, L.P.6+ years Filed as: OAKTREE Service code 28 333 S GRAND AVE · LOS ANGELES, CA 90071 | Investment Management | $41,586 |
Filed as: TRUMBULL PROPERTY FUND Service code 28 10 STATE HOUSE SQUARE, 15TH FLOOR · HARTFORD, CT 06103 | Investment Management | $33,128 |
PGIM INVESTMENTS3 years Filed as: PGIM Service code 28 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $30,337 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $29,180 |
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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 | $0 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 14.57% | 19.50%-4.9pp | 8.35%+6.2pp | 12.86%+1.7pp |
| Employer contribution / active EE | $32,483 | $27,684+17.3% | $27,010+20.3% | $13,687+137.3% |
| Participant deferral / active EE | $0 | $327-100.0% | $180-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |