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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 11 · EIN 22-1211670 | Actuarial | $2,535,668 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $635,696 |
THE SEGAL COMPANY7+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $315,694 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $138,000 |
BREDHOFF & KAISER7+ years Filed as: BREDHOFF & KAISER P.L.L.C. Service code 29 · EIN 52-0969534 | Legal | $77,983 |
THE SEGAL COMPANY7+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $73,354 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY AIP GP LP Service code 28 · EIN 23-3060887 | Investment Management | $52,083 |
SIKICH LLP2 years Service code 10 · EIN 36-3168081 | Accounting | $48,600 |
O'DONOGHUE & O'DONOGHUE7+ years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $9,150 |
FIRST STATE TRUST COMPANY7+ years Filed as: FIRST STATE TRUST Service code 28 · EIN 13-3124172 | Investment Management | $8,800 |
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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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 14.29% | 9.47%+4.8pp | 7.32%+7.0pp | 15.63%-1.3pp |
| Employer contribution / active EE | $3,653 | $9,065-59.7% | $23,426-84.4% | $11,476-68.2% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |