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| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES5 years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $1,098,153 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $773,922 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $756,913 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $710,860 |
PANAGORA ASSET MANAGEMENT5 years Service code 28 · EIN 04-3063840 | Investment Management | $186,523 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $170,458 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $151,761 |
THE BANK OF NEW YORK MELLON8+ years Service code 12 · EIN 13-5160382 | Custodial (other than securities); Pa... | $134,779 |
PROSKAUER ROSE LLP8+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $98,173 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $75,000 |
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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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -11.67% | -13.54%+1.9pp | 22.50%-34.2pp | 23.41%-35.1pp |
| Employer contribution / active EE | $25,422 | $14,842+71.3% | $33,849-24.9% | $12,650+101.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |