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| Provider | Service type | Compensation |
|---|---|---|
IFM INVESTORS PTY LTD4+ years Service code 28 114 W 47TH ST FL 26 · NEW YORK, NY 10036 | Investment Management | $1,265,518 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $596,268 |
E.I.S.B., INC.4+ years Service code 14 · EIN 94-1541240 | Plan Administrator | $485,643 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Service code 28 · EIN 01-0614895 | Investment Management | $377,219 |
Service code 28 · EIN 26-2237421 | Investment Management | $341,169 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $335,149 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $316,169 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN BILLER & ASSOCIATES INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $82,500 |
COMERICA BANK4+ years Service code 18 · EIN 94-6062674 | Other services; Shareholder servicing... | $61,853 |
BOLTON PARTNERS, INC.2 years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $52,250 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -2.51% | 2.02%-4.5pp | -752.26%+749.7pp | 33.37%-35.9pp |
| Employer contribution / active EE | $14,664 | $12,422+18.1% | $31,802-53.9% | $11,253+30.3% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |