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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $567,270 |
E.I.S.B., INC.3+ years Service code 14 · EIN 94-1541240 | Plan Administrator | $470,186 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Service code 28 · EIN 01-0614895 | Investment Management | $365,587 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $327,413 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $319,695 |
Service code 28 · EIN 26-2237421 | Investment Management | $318,709 |
IFM INVESTORS PTY LTD3+ years Service code 28 114 W 47TH ST FL 26 · NEW YORK, NY 10036 | Investment Management | $291,238 |
ALAN BILLER & ASSOCIATES3+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $82,500 |
BOLTON PARTNERS, INC.1 year Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $79,100 |
COMERICA BANK3+ years Service code 18 · EIN 94-6062674 | Custodial (other than securities); Fl... | $62,380 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 14.48% | 12.33%+2.2pp | 8.32%+6.2pp | 17.84%-3.4pp |
| Employer contribution / active EE | $13,900 | $11,641+19.4% | $30,793-54.9% | $14,688-5.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |