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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INV. MGMT. INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $905,871 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $393,124 |
Filed as: BNY MELLON INV MGMT. CAYMAN LTD. Service code 28 | Investment Management | $257,117 |
Filed as: EPOCH INVESTMENT PARTNERS INC Service code 28 · EIN 20-1003862 | Investment Management | $250,004 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES AND COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $234,670 |
SCOTT COOL7+ years Service code 30 · EIN 13-6414973 | Employee (plan); Direct payment from ... | $197,998 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL CO (EASTERN STATES), INC. Service code 11 · EIN 13-1835864 | Actuarial | $188,458 |
PROSKAUER ROSE LLP6 years Service code 29 · EIN 13-1840454 | Legal | $147,437 |
SPIVAK LIPTON LLP5 years Service code 29 · EIN 13-3494495 | Legal | $141,612 |
Service code 28 · EIN 85-0584508 | Investment Management | $138,376 |
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Plan reported the discovery of a loss from fraud or dishonesty.
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 | $444,552-100.0% | $439,512-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 26.8%-26.8pp | 3.7%-3.7pp |
| Annual return | 16.12% | 15.63%+0.5pp | 9.07%+7.1pp | 15.63%+0.5pp |
| Employer contribution / active EE | $9,156 | $11,476-20.2% | $46,116-80.1% | $11,476-20.2% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $147,323-100.0% | $429-100.0% |