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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 11 · EIN 22-1211670 | Actuarial | $2,808,059 |
THE SEGAL COMPANY8+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $652,524 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $462,811 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $174,488 |
BREDHOFF & KAISER8+ years Filed as: BREDHOFF & KAISER P.L.L.C. Service code 29 · EIN 52-0969534 | Legal | $55,301 |
SIKICH LLP3 years Service code 10 · EIN 36-3168081 | Accounting | $49,500 |
THE SEGAL COMPANY8+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $36,946 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY AIP GP LP Service code 28 · EIN 23-3060887 | Investment Management | $24,769 |
O'DONOGHUE & O'DONOGHUE8+ years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $15,073 |
FIRST STATE TRUST COMPANY8+ 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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -13.50% | 87.23%-100.7pp | -5.12%-8.4pp | 23.41%-36.9pp |
| Employer contribution / active EE | $4,252 | $12,989-67.3% | $31,020-86.3% | $12,650-66.4% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |