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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $641,111 |
Filed as: EPOCH INVESTMENT PARTNERS INC Service code 28 · EIN 20-1003862 | Investment Management | $294,306 |
SPIVAK LIPTON LLP1 year Filed as: FRANKLIN MOSSSPIVAK LIPTON LLP Service code 29 · EIN 13-3494495 | Legal | $202,201 |
PROSKAUER ROSE LLP1 year Service code 29 · EIN 13-1840454 | Legal | $198,462 |
BRADFORD & MARZEC1 year Service code 28 · EIN 26-1870753 | Investment Management | $182,991 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY INC Service code 11 · EIN 13-1835864 | Actuarial | $141,828 |
Service code 28 · EIN 80-0175963 | Investment Management | $94,783 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $78,089 |
Service code 28 · EIN 23-6819730 | Investment Management | $75,894 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $73,632 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 5.97% | 6.13%-0.2pp | 4.74%+1.2pp | 9.19%-3.2pp |
| Employer contribution / active EE | $9,310 | $10,206-8.8% | $36,089-74.2% | $12,608-26.2% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |