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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GRANTHAM, MAYO, VANOTTERLOO & COMPA Service code 28 · EIN 04-2691242 | Investment Management | $843,110 |
Filed as: PANAGORA Service code 51 · EIN 04-3063840 | Investment Mgmt Fees | $411,349 |
Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $362,438 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT, Service code 28 · EIN 23-2817243 | Investment Management | $292,878 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Service code 28 · EIN 95-2705767 | Investment Management | $273,795 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $253,103 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $247,112 |
CAL NET ENTERPRISES, LLC2+ years Service code 16 · EIN 95-4751910 | Consulting | $237,852 |
THE SEGAL COMPANY1 year Filed as: NIGRO, KARLIN & SEGAL & FELDSTEIN, Service code 10 · EIN 95-3632775 | Accounting | $235,542 |
ROSSMORE PROPERTY & CASUALTY2+ years Service code 22 · EIN 95-3658819 | Insurance Broker | $187,854 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $71,861 | $93,756-23.4% | $133,975-46.4% | $329,111-78.2% |
| Participation rate | 100.0% | 89.7%+10.3pp | 87.1%+12.9pp | 67.9%+32.1pp |
| Annual return | 6.75% | 20.33%-13.6pp | 29.29%-22.5pp | 16.35%-9.6pp |
| Employer contribution / active EE | $1,717 | $3,619-52.6% | $5,211-67.1% | $2,303-25.5% |
| Participant deferral / active EE | $1,228 | $5,685-78.4% | $6,282-80.4% | $3,682-66.6% |
| Admin fee / account holder | $457 | $90+410.3% | $9,324-95.1% | $754-39.3% |