Filed April 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4494650 | Discretionary Trustee | $490,403 |
NISA INVESTMENT ADVISORS, LLC2+ years Service code 28 · EIN 48-1140940 | Investment Management | $313,827 |
WILLIS TOWERS WATSON US LLC2+ years Service code 11 · EIN 52-2211537 | Actuarial | $289,191 |
LEGAL & GENERAL INVESTMENT2+ years Filed as: LEGAL & GENERAL INV MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $270,021 |
BURGUNDY ASSET MANAGEMENT LTD2+ years Filed as: BURGUNDY ASSET MANAGEMENT LTD. Service code 28 · EIN 98-0407588 | Investment Management | $258,763 |
THE BANK OF NEW YORK MELLON2+ years Filed as: THE BANK OF NEW YORK MELLON TRST CO Service code 21 · EIN 95-3571558 | Bank Trustee | $236,275 |
Service code 28 · EIN 45-3056700 | Investment Management | $184,117 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $105,517 |
CARDINAL INVESTMENT ADVISORS2+ years Service code 16 · EIN 36-4464580 | Consulting | $36,846 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -26.41% | -6.02%-20.4pp | -3.21%-23.2pp | 23.41%-49.8pp |
| Employer contribution / active EE | $8,061 | $11,241-28.3% | $46,051-82.5% | $12,650-36.3% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |