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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK NA Service code 28 · EIN 13-3200244 | Investment Management | $472,550 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $54,250 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $51,929 |
SPIVAK LIPTON LLP2+ years Service code 29 · EIN 13-2841050 | Legal | $41,763 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS,INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
KMR LLP2+ years Service code 10 · EIN 27-3959222 432 PARK AVE SOUTH · NEW YORK, NY 10016 | Accounting | $23,500 |
ADP BROKER-DEALER1 year Filed as: ADP INC Service code 15 · EIN 22-3006057 | Recordkeeping | $9,871 |
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Annual investment return 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 | $23,631-100.0% | $420,196-100.0% | $23,631-100.0% |
| Participation rate | 0.0% | 73.9%-73.9pp | 100.0%-100.0pp | 73.9%-73.9pp |
| Annual return | 11.11% | 13.60%-2.5pp | 9.58%+1.5pp | 13.60%-2.5pp |
| Employer contribution / active EE | $7,836 | $8,926-12.2% | $15,604-49.8% | $8,926-12.2% |
| Participant deferral / active EE | $0 | $3,495-100.0% | $7,731-100.0% | $3,495-100.0% |
| Admin fee / account holder | $0 | $0 | $3,510-100.0% | - |