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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INV MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $448,537 |
Filed as: PEG GLOBAL PRIVATE EQUITY XII Service code 28 · EIN 98-1398083 | Investment Management | $124,166 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO INC Service code 11 · EIN 13-1835864 | Actuarial | $104,028 |
PROSKAUER ROSE LLP7+ years Service code 29 · EIN 13-1840454 | Legal | $67,858 |
Service code 28 · EIN 98-1520783 | Investment Management | $66,480 |
SPIVAK LIPTON LLP7+ years Service code 29 · EIN 13-2841050 | Legal | $56,041 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS,INC Service code 16 · EIN 13-2646110 | Consulting | $42,500 |
KMR LLP7+ years Service code 10 · EIN 27-3959222 432 PARK AVE SOUTH · NEW YORK, NY 10016 | Accounting | $31,235 |
COMERICA BANK1 year Service code 19 · EIN 42-1741646 | Securities Custodian | $25,934 |
Service code 28 · EIN 84-3700326 | Investment Management | $20,001 |
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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 | $107,032-100.0% | $447,195-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 25.8%-25.8pp | 9.9%-9.9pp |
| Annual return | -7.62% | -12.59%+5.0pp | -11.06%+3.4pp | -5.25%-2.4pp |
| Employer contribution / active EE | $46,730 | $15,979+192.4% | $55,362-15.6% | $15,161+208.2% |
| Participant deferral / active EE | $0 | $77-100.0% | $26-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $3,572-100.0% | $3,859-100.0% |