Filed April 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $456,266 |
NISA INVESTMENT ADVISORS, LLC3+ years Service code 28 · EIN 48-1140940 | Investment Management | $282,446 |
LEGAL & GENERAL INVESTMENT3+ years Filed as: LEGAL & GENERAL INV MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $273,581 |
WILLIS TOWERS WATSON US LLC3+ years Service code 11 · EIN 52-2211537 | Actuarial | $252,685 |
THE BANK OF NEW YORK MELLON3+ years Filed as: THE BANK OF NEW YORK MELLON TRST CO Service code 21 · EIN 95-3571558 | Bank Trustee | $195,913 |
Service code 28 · EIN 45-3056700 | Investment Management | $178,704 |
BURGUNDY ASSET MANAGEMENT LTD3+ years Filed as: BURGUNDY ASSET MANAGEMENT LTD. Service code 28 · EIN 98-0407588 | Investment Management | $121,466 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $109,899 |
CARDINAL INVESTMENT ADVISORS3+ years Service code 16 · EIN 36-4464580 | Consulting | $39,338 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 16.33% | 8.84%+7.5pp | 12.68%+3.7pp | 9.11%+7.2pp |
| Employer contribution / active EE | $7,463 | $8,705-14.3% | $41,626-82.1% | $12,231-39.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |