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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $300,961 |
FRIEDMAN & ANSPACH4+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $229,450 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $101,120 |
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 | Legal | $100,011 |
KATIA A PETTINATO4+ years Service code 30 · EIN 13-6637826 | Direct payment from the plan; Employe... | $98,733 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $72,708 |
US BANK2 years Service code 19 · EIN 31-0841368 | Securities Custodian | $72,153 |
GOLDMAN SACHS4+ years Filed as: SIEZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $70,342 |
ELENA SHTABEL4+ years Service code 30 · EIN 13-6637826 | Employee (plan); Direct payment from ... | $70,099 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,000 |
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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 | $18,026,966-100.0% | $298,592-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 44.5%-44.5pp | 1.8%-1.8pp |
| Annual return | -3.05% | 0.19%-3.2pp | -0.25%-2.8pp | 0.19%-3.2pp |
| Employer contribution / active EE | $15,880 | $13,763+15.4% | $39,776-60.1% | $13,763+15.4% |
| Participant deferral / active EE | $0 | $804-100.0% | $0-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $18,607-100.0% | $426-100.0% |