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| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $310,318 |
BUILDING SERVICE 32BJ HEALTH FUND11+ years Service code 10 · EIN 13-2928869 | Accounting | $214,408 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 26-0516431 | Advisory (Plan) | $83,925 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $72,355 |
THE BANK OF NEW YORK MELLON7 years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $66,721 |
PROSKAUER ROSE LLP11+ years Service code 29 · EIN 13-1840454 | Legal | $65,860 |
WITHUMSMITH+BROWN, PC8 years Service code 10 · EIN 22-2027092 | Accounting | $42,000 |
RAAB, STURM & GANCHROW, LLP11+ years Service code 29 · EIN 13-1566077 | Legal | $40,000 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $27,552 |
SCHULTHEIS & PANETTIERI, LLP5 years Service code 10 · EIN 13-1577780 | Accounting | $22,549 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $162,152-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 11.55% | 9.04%+2.5pp | 14.20%-2.7pp | 9.04%+2.5pp |
| Employer contribution / active EE | $2,003 | $14,127-85.8% | $32,636-93.9% | $14,127-85.8% |
| Participant deferral / active EE | $0 | $665-100.0% | $132-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $884-100.0% | - |