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| Provider | Service type | Compensation |
|---|---|---|
TENJ WELFARE FUND3+ years Service code 49 · EIN 22-1461069 | Other Services | $554,118 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $116,195 |
COHEN & STEERS3+ years Filed as: COHEN,LEDER,MONTALBANO & CONNAUGHTO Service code 29 · EIN 41-2044610 | Legal | $76,614 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $75,457 |
Filed as: INNOVATIVE SOFTWARE SOLUTION Service code 49 · EIN 23-2182079 | Other Services | $32,952 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $27,400 |
BAHL & GAYNOR2 years Service code 27 · EIN 31-1297139 | Advisory (Plan) | $23,350 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $23,000 |
SAGE ADVISORY SERVICES2 years Service code 28 · EIN 74-2798841 | Investment Management | $21,154 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 27 · EIN 36-4776242 | Advisory (Plan) | $16,848 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 13.88% | 13.03%+0.8pp | 10.36%+3.5pp | 23.90%-10.0pp |
| Employer contribution / active EE | $7,061 | $15,779-55.3% | $37,738-81.3% | $16,539-57.3% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |