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| Provider | Service type | Compensation |
|---|---|---|
TENJ WELFARE FUND2+ years Service code 49 · EIN 22-1461069 | Other Services | $584,030 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $112,204 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $105,029 |
COHEN & STEERS2+ years Filed as: COHEN,LEDER,MONTALBANO & CONNAUGHTO Service code 29 · EIN 41-2044610 | Legal | $79,818 |
Service code 27 · EIN 74-3246212 | Advisory (Plan) | $70,097 |
Filed as: INNOVATIVE SOFTWARE SOLUTION Service code 49 · EIN 23-2182079 | Other Services | $29,832 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $25,900 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $23,000 |
SAGE ADVISORY SERVICES1 year Service code 28 · EIN 74-2798841 | Investment Management | $18,832 |
BAHL & GAYNOR1 year Service code 27 · EIN 31-1297139 | Advisory (Plan) | $18,476 |
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Annual investment return is in the bottom quintile of the peer cohort.
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% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -3.08% | 5.13%-8.2pp | 4.74%-7.8pp | 7.18%-10.3pp |
| Employer contribution / active EE | $12,763 | $14,689-13.1% | $36,089-64.6% | $13,095-2.5% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |