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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 11 · EIN 22-1211670 | Actuarial | $2,420,670 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY AIP GP LP Service code 28 · EIN 23-3060887 | Investment Management | $576,350 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 19 · EIN 13-4994650 | Securities Custodian | $371,492 |
THE SEGAL COMPANY3+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $325,366 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 52-1679020 | Investment Management | $161,954 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $158,449 |
BREDHOFF & KAISER3+ years Filed as: BREDHOFF & KAISER P.L.L.C. Service code 29 · EIN 52-0969534 | Legal | $92,541 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 711 HIGH STREET · DES MOINES, IA 50392 | Investment Management | $72,219 |
FREYBERG HINKLE ET AL3+ years Service code 10 · EIN 39-1531945 | Accounting | $43,600 |
THE SEGAL COMPANY3+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $42,198 |
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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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 14.99% | 15.82%-0.8pp | 16.78%-1.8pp | 17.84%-2.9pp |
| Employer contribution / active EE | $3,541 | $19,885-82.2% | $26,328-86.5% | $14,688-75.9% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |