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| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $899,739 |
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $437,000 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Service code 28 · EIN 52-1200960 | Investment Management | $388,430 |
MFS INVESTMENT MANAGEMENT8+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $374,738 |
BLACKROCK5 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $345,530 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $296,516 |
Filed as: BURGUNDY ASSET MANAGEMENT LTD. Service code 28 | Investment Management | $234,467 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE ID 115 Service code 30 · EIN 51-0137697 | Employee (plan) | $232,240 |
THE SEGAL COMPANY2 years Filed as: NIGRO KARLIN SEGAL FELDSTEIN & BOLN Service code 10 · EIN 95-3632775 | Accounting | $216,697 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $196,724 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $80,121 | $118,441-32.4% | $151,634-47.2% | $89,433-10.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 71.3%+28.7pp |
| Annual return | -9.84% | -9.10%-0.7pp | 3.32%-13.2pp | -11.88%+2.0pp |
| Employer contribution / active EE | $2,671 | $4,770-44.0% | $6,165-56.7% | $3,021-11.6% |
| Participant deferral / active EE | $1,460 | $7,648-80.9% | $8,363-82.5% | $5,125-71.5% |
| Admin fee / account holder | $375 | $90+318.5% | $11,614-96.8% | $79+372.4% |