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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 11 · EIN 22-1211670 | Actuarial | $2,550,642 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $437,691 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY AIP GP LP Service code 28 · EIN 23-3060887 | Investment Management | $324,338 |
THE SEGAL COMPANY6+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $305,389 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $160,201 |
BREDHOFF & KAISER6+ years Filed as: BREDHOFF & KAISER P.L.L.C. Service code 29 · EIN 52-0969534 | Legal | $98,791 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $48,620 |
O'DONOGHUE & O'DONOGHUE6+ years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $10,389 |
FIRST STATE TRUST COMPANY6+ 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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 12.31% | 24.77%-12.5pp | -2.84%+15.1pp | 12.86%-0.5pp |
| Employer contribution / active EE | $3,570 | $13,270-73.1% | $33,329-89.3% | $13,687-73.9% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |