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| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES4 years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $1,161,076 |
ARROWSTREET CAPITAL4 years Filed as: ARROWSTREET CAPITAL, L.P. Service code 28 · EIN 04-3472863 | Investment Management | $808,138 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $722,142 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $567,627 |
PANAGORA ASSET MANAGEMENT4 years Service code 28 · EIN 04-3063840 | Investment Management | $208,361 |
PROSKAUER ROSE LLP7+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $187,728 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $154,084 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $83,382 |
THE SEGAL COMPANY4 years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $59,572 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 16 400 GALLERIA PARKWAY, SUITE 1470 · ATLANTA, GA 30339 | Consulting | $48,096 |
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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 | $444,552-100.0% | $490,804-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.7%-3.7pp |
| Annual return | 14.45% | 14.11%+0.3pp | 14.84%-0.4pp | 15.63%-1.2pp |
| Employer contribution / active EE | $24,352 | $13,673+78.1% | $37,950-35.8% | $11,476+112.2% |
| Participant deferral / active EE | $0 | $1-100.0% | $127-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1-100.0% | $429-100.0% |