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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MGMT Service code 19 · EIN 13-3200244 | Securities Custodian | $276,442 |
Service code 13 · EIN 13-2928869 | Contract Administrator | $176,183 |
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 | Legal | $93,141 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $72,000 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 · EIN 26-0516431 | Advisory (Plan) | $51,669 |
RAAB, STURM & GANCHROW, LLP3+ years Service code 29 · EIN 13-1566077 | Legal | $40,036 |
BOND BROTHERS3+ years Filed as: BOND BEEBE Service code 10 · EIN 13-5381590 | Accounting | $37,333 |
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $30,109 |
Service code 36 · EIN 06-1648637 | Direct payment from the plan; Partici... | $21,434 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $18,667 |
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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 | $186,737-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.3%-31.3pp | 0.0%0pp |
| Annual return | 14.77% | 17.84%-3.1pp | 7.90%+6.9pp | 17.84%-3.1pp |
| Employer contribution / active EE | $2,517 | $14,688-82.9% | $41,695-94.0% | $14,688-82.9% |
| Participant deferral / active EE | $0 | $770-100.0% | $47-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $811-100.0% | - |