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| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES6 years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $1,183,988 |
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $667,373 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $618,925 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $579,490 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $173,566 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $139,301 |
PROSKAUER ROSE LLP9+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $120,670 |
THE BANK OF NEW YORK MELLON9+ years Service code 12 · EIN 13-5160382 | Custodial (other than securities); Sh... | $99,077 |
PANAGORA ASSET MANAGEMENT6 years Service code 28 · EIN 04-3063840 | Investment Management | $85,400 |
THE SEGAL COMPANY3 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 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 12.36% | 10.13%+2.2pp | 78.62%-66.3pp | 9.11%+3.2pp |
| Employer contribution / active EE | $24,953 | $13,162+89.6% | $31,646-21.1% | $12,231+104.0% |
| Participant deferral / active EE | $0 | $1,581-100.0% | $101-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |