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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 11 · EIN 22-1211670 | Actuarial | $2,615,258 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY AIP GP LP Service code 28 · EIN 23-3060887 | Investment Management | $897,161 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $416,529 |
THE SEGAL COMPANY2+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $338,824 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $159,342 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 52-1679020 | Investment Management | $139,098 |
BREDHOFF & KAISER2+ years Filed as: BREDHOFF & KAISER P.L.L.C. Service code 29 · EIN 52-0969534 | Legal | $125,874 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 711 HIGH STREET · DES MOINES, IA 50392 | Investment Management | $70,870 |
THE SEGAL COMPANY2+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $65,210 |
FREYBERG HINKLE ET AL2+ years Service code 10 · EIN 39-1531945 | Accounting | $42,500 |
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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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 8.14% | 6.04%+2.1pp | 5.44%+2.7pp | 9.19%-1.1pp |
| Employer contribution / active EE | $3,423 | $12,925-73.5% | $25,481-86.6% | $12,608-72.8% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |