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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN CHASE BANK N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $332,481 |
FRIEDMAN & ANSPACH2+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $328,927 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $138,376 |
KATIA A PETTINATO2+ years Service code 30 · EIN 13-6637826 | Direct payment from the plan; Employe... | $116,289 |
GOLDMAN SACHS2+ years Filed as: SIEZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $107,661 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $80,024 |
ELENA SHTABEL2+ years Service code 30 · EIN 13-6637826 | Direct payment from the plan; Employe... | $77,327 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,000 |
US BANK2+ years Filed as: US BANCORP ASSET MANAGMENT Service code 19 · EIN 41-2003732 | Securities Custodian | $69,910 |
RAJPATTIE SANKAR2+ years Service code 30 · EIN 13-6637826 | Direct payment from the plan; Employe... | $67,981 |
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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 | $35,636-100.0% | $522,493-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 37.0%-37.0pp | 1.8%-1.8pp |
| Annual return | 9.80% | 7.18%+2.6pp | 4.11%+5.7pp | 7.18%+2.6pp |
| Employer contribution / active EE | $32,352 | $13,095+147.1% | $35,308-8.4% | $13,095+147.1% |
| Participant deferral / active EE | $0 | $385-100.0% | $25-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $8,766-100.0% | $362-100.0% |