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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $623,569 |
THE SEGAL COMPANY2 years Filed as: NIGRO KARLIN SEGAL & FELDSTEIN, LLP Service code 10 · EIN 95-3632775 | Accounting | $502,640 |
BLACKROCK7 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $484,708 |
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $446,500 |
Filed as: BURGUNDY ASSET MANAGEMENT LTD. Service code 28 | Investment Management | $419,050 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE ID 639 Service code 30 · EIN 51-0137697 | Employee (plan) | $367,812 |
MFS INVESTMENT MANAGEMENT10+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $345,079 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $331,099 |
EMPLOYEE FIDUCIARY, LLC5 years Filed as: EMPLOYEE ID 115 Service code 30 · EIN 51-0137697 | Employee (plan) | $296,660 |
WESTERN ASSET MANAGEMENT COMPANY10+ years Service code 28 · EIN 52-1200960 | Investment Management | $257,495 |
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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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 10.40% | 8.48%+1.9pp | 9.17%+1.2pp | 8.48%+1.9pp |
| Employer contribution / active EE | $19,622 | $9,949+97.2% | $40,523-51.6% | $9,949+97.2% |
| Participant deferral / active EE | $0 | $734-100.0% | $42-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |