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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INV. MGMT. INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,116,634 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $417,529 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INV MGMT. CAYMAN LTD. Service code 28 | Investment Management | $232,916 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES AND COMPANY Service code 28 · EIN 43-3200030 | Investment Management | $187,209 |
PROSKAUER ROSE LLP7 years Service code 29 · EIN 13-1840454 | Legal | $180,372 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMP (EASTERN STATES) INC Service code 11 · EIN 13-1835864 | Actuarial | $179,598 |
SPIVAK LIPTON LLP6 years Service code 29 · EIN 13-3494495 | Legal | $175,138 |
HOLLY GUSTAFSON1 year Filed as: HOLLY UBILLA Service code 30 · EIN 13-6414973 | Employee (plan); Direct payment from ... | $148,231 |
Service code 28 · EIN 85-0584508 | Investment Management | $140,364 |
SCOTT COOL8+ years Service code 30 · EIN 13-6414973 | Direct payment from the plan; Employe... | $137,629 |
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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 | $2,456,633-100.0% | $447,195-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 25.8%-25.8pp | 1.5%-1.5pp |
| Annual return | -8.09% | 23.41%-31.5pp | -11.06%+3.0pp | 23.41%-31.5pp |
| Employer contribution / active EE | $17,786 | $12,650+40.6% | $55,362-67.9% | $12,650+40.6% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $26-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $3,572-100.0% | $14,884-100.0% |