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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JP MORGAN CHASE BANK NA Service code 28 · EIN 13-3200244 | Investment Management | $488,009 |
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $86,710 |
Service code 28 · EIN 98-1398083 | Investment Management | $59,627 |
SPIVAK LIPTON LLP6+ years Service code 29 · EIN 13-2841050 | Legal | $49,804 |
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454 | Legal | $41,589 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS,INC Service code 16 · EIN 13-2646110 | Consulting | $40,000 |
KMR LLP6+ years Service code 10 · EIN 27-3959222 432 PARK AVE SOUTH · NEW YORK, NY 10016 | Accounting | $29,585 |
Service code 28 · EIN 98-1520783 | Investment Management | $25,627 |
COMERICA BANK3 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $24,865 |
Service code 28 · EIN 82-1416879 | Investment Management | $17,000 |
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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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 20.98% | 11.84%+9.1pp | 8.95%+12.0pp | 13.24%+7.7pp |
| Employer contribution / active EE | $1,289 | $12,426-89.6% | $46,559-97.2% | $14,616-91.2% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |