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| Provider | Service type | Compensation |
|---|---|---|
TENJ WELFARE FUND6+ years Service code 49 · EIN 22-1461069 | Other Services | $498,820 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $121,496 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $86,014 |
Service code 29 · EIN 41-2044610 | Legal | $76,509 |
SAGE ADVISORY SERVICES5 years Service code 28 · EIN 74-2798841 | Investment Management | $38,743 |
Filed as: INNOVATIVE SOFTWARE SOLUTION Service code 49 · EIN 23-2182079 | Other Services | $32,041 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $27,400 |
BAHL & GAYNOR5 years Service code 27 · EIN 31-1297139 | Advisory (Plan) | $25,745 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $23,000 |
JENDA TECHNOLOGY LLC5 years Service code 49 · EIN 45-5401009 | Other Services | $18,776 |
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Employer contribution per participant 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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 8.50% | 9.58%-1.1pp | 9.52%-1.0pp | 11.45%-3.0pp |
| Employer contribution / active EE | $3,719 | $21,155-82.4% | $41,951-91.1% | $17,219-78.4% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |