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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK NA Service code 28 · EIN 13-3200244 | Investment Management | $432,916 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $66,699 |
SPIVAK LIPTON LLP1+ years Service code 29 · EIN 13-2841050 | Legal | $55,300 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $53,275 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS,INC Service code 27 · EIN 13-1835864 | Advisory (Plan) | $38,000 |
KMR LLP1+ years Service code 10 · EIN 27-3959222 432 PARK AVE SOUTH · NEW YORK, NY 10016 | Accounting | $26,985 |
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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 | $14,849-100.0% | $208,041-100.0% | $14,849-100.0% |
| Participation rate | 0.0% | 73.1%-73.1pp | 100.0%-100.0pp | 73.1%-73.1pp |
| Annual return | 7.08% | 4.15%+2.9pp | 3.50%+3.6pp | 4.15%+2.9pp |
| Employer contribution / active EE | $7,696 | $6,717+14.6% | $16,404-53.1% | $6,717+14.6% |
| Participant deferral / active EE | $0 | $1,059-100.0% | $3,084-100.0% | $1,059-100.0% |
| Admin fee / account holder | $0 | $0 | $8,593-100.0% | - |