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| Provider | Service type | Compensation |
|---|---|---|
FRIEDMAN & ANSPACH1+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $481,895 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $305,032 |
GOLDMAN SACHS1+ years Filed as: SIEZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $127,823 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $102,626 |
KATIA A PETTINATO1+ years Service code 30 · EIN 13-6637826 | Direct payment from the plan; Employe... | $101,222 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $80,076 |
Service code 10 · EIN 13-2665700 | Accounting | $78,081 |
ELENA SHTABEL1+ years Service code 30 · EIN 13-6637826 | Direct payment from the plan; Employe... | $75,690 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,000 |
US BANK1+ years Filed as: US BANCORP ASSET MANAGMENT Service code 19 · EIN 41-2003732 | Securities Custodian | $69,546 |
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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 | $82,591-100.0% | $154,906-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 21.1%-21.1pp | 0.8%-0.8pp |
| Annual return | -0.22% | -0.60%+0.4pp | -0.22%0pp | -0.60%+0.4pp |
| Employer contribution / active EE | $16,297 | $12,272+32.8% | $35,165-53.7% | $12,272+32.8% |
| Participant deferral / active EE | $0 | $416-100.0% | $80-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $4,675-100.0% | $717-100.0% |