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| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 27 · EIN 13-3200244 | Advisory (Plan) | $643,379 |
BLACKROCK7 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $614,944 |
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $427,500 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE ID 639 Service code 30 · EIN 51-0137697 | Employee (plan) | $375,986 |
WESTERN ASSET MANAGEMENT COMPANY10+ years Service code 28 · EIN 52-1200960 | Investment Management | $338,340 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $337,804 |
MFS INVESTMENT MANAGEMENT10+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $331,091 |
Filed as: BURGUNDY ASSET MANAGEMENT LTD. Service code 28 | Investment Management | $319,572 |
EMPLOYEE FIDUCIARY, LLC5 years Filed as: EMPLOYEE ID 115 Service code 30 · EIN 51-0137697 | Employee (plan) | $296,571 |
THE SEGAL COMPANY2 years Filed as: NIGRO KARLIN SEGAL & FELDSTEIN, LLP Service code 10 · EIN 95-3632775 | Accounting | $259,580 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,228 | $152,104-40.7% | $184,256-51.0% | $106,553-15.3% |
| Participation rate | 100.0% | 85.9%+14.1pp | 86.8%+13.2pp | 69.8%+30.2pp |
| Annual return | 9.93% | 20.70%-10.8pp | 28.85%-18.9pp | 17.37%-7.4pp |
| Employer contribution / active EE | $2,266 | $5,326-57.4% | $6,427-64.7% | $3,359-32.5% |
| Participant deferral / active EE | $1,222 | $8,559-85.7% | $9,133-86.6% | $5,562-78.0% |
| Admin fee / account holder | $440 | $103+328.5% | $13,899-96.8% | $80+451.9% |