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| Provider | Service type | Compensation |
|---|---|---|
IFM INVESTORS PTY LTD5+ years Service code 28 114 W 47TH ST FL 26 · NEW YORK, NY 10036 | Investment Management | $958,958 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $483,315 |
E.I.S.B., INC.5+ years Service code 14 · EIN 94-1541240 | Plan Administrator | $439,195 |
Service code 28 · EIN 26-2237421 | Investment Management | $426,295 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Service code 28 · EIN 01-0614895 | Investment Management | $385,722 |
DODGE & COX5+ years Service code 28 · EIN 94-1441976 | Investment Management | $308,321 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN BILLER & ASSOCIATES INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $105,000 |
BOLTON PARTNERS, INC.3 years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $61,920 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $33,705 |
DAVID CRUTCHER5+ years Service code 29 · EIN 20-3194050 | Legal | $28,221 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 17.12% | 12.20%+4.9pp | 10.56%+6.6pp | 21.83%-4.7pp |
| Employer contribution / active EE | $15,250 | $12,801+19.1% | $30,199-49.5% | $12,237+24.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |