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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GRANTHAM, MAYO, VANOTTERLOO & CO Service code 28 · EIN 02-0648221 | Investment Management | $1,758,523 |
PANAGORA ASSET MANAGEMENT3 years Filed as: PANAGORA Service code 51 · EIN 04-3063840 | Investment Mgmt Fees | $643,687 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 27 · EIN 13-3200244 | Advisory (Plan) | $514,598 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $386,450 |
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $364,234 |
Service code 28 · EIN 41-2281782 | Investment Management | $361,696 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Service code 28 · EIN 95-2705767 | Investment Management | $326,029 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $285,639 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $265,586 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $212,523 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,246 | $96,381-24.0% | $140,019-47.7% | $73,367-0.2% |
| Participation rate | 100.0% | 90.1%+9.9pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | -3.39% | -4.30%+0.9pp | 651.19%-654.6pp | 173.45%-176.8pp |
| Employer contribution / active EE | $1,777 | $4,168-57.4% | $5,605-68.3% | $2,499-28.9% |
| Participant deferral / active EE | $1,271 | $6,186-79.5% | $6,927-81.7% | $4,033-68.5% |
| Admin fee / account holder | $460 | $100+360.3% | $10,705-95.7% | $68+572.5% |