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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 11 · EIN 22-1211670 | Actuarial | $2,626,487 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY AIP GP LP Service code 28 · EIN 23-3060887 | Investment Management | $603,189 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 19 · EIN 13-4994650 | Securities Custodian | $380,663 |
THE SEGAL COMPANY5+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $374,404 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $159,995 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 52-1679020 | Investment Management | $126,189 |
BREDHOFF & KAISER5+ years Filed as: BREDHOFF & KAISER P.L.L.C. Service code 29 · EIN 52-0969534 | Legal | $77,935 |
FREYBERG HINKLE ET AL5+ years Service code 10 · EIN 39-1531945 | Accounting | $53,000 |
THE SEGAL COMPANY5+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $36,863 |
FIRST STATE TRUST COMPANY5+ years Filed as: FIRST STATE TRUST Service code 28 · EIN 13-3124172 | Investment Management | $8,800 |
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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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 17.43% | 22.40%-5.0pp | 29.77%-12.3pp | 21.83%-4.4pp |
| Employer contribution / active EE | $3,809 | $13,519-71.8% | $33,607-88.7% | $12,237-68.9% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |