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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 11 · EIN 22-1211670 | Actuarial | $2,767,769 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY AIP GP LP Service code 28 · EIN 23-3060887 | Investment Management | $1,160,543 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 19 · EIN 13-4994650 | Securities Custodian | $382,950 |
THE SEGAL COMPANY4+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $338,313 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 52-1679020 | Investment Management | $160,779 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $159,730 |
BREDHOFF & KAISER4+ years Filed as: BREDHOFF & KAISER P.L.L.C. Service code 29 · EIN 52-0969534 | Legal | $94,316 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 711 HIGH STREET · DES MOINES, IA 50392 | Investment Management | $82,851 |
FREYBERG HINKLE ET AL4+ years Service code 10 · EIN 39-1531945 | Accounting | $44,900 |
THE SEGAL COMPANY4+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $37,061 |
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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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -3.07% | 201.32%-204.4pp | 12.68%-15.8pp | 33.37%-36.4pp |
| Employer contribution / active EE | $3,596 | $10,877-66.9% | $22,860-84.3% | $11,253-68.0% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |