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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 11 · EIN 22-1211670 | Actuarial | $2,407,417 |
THE SEGAL COMPANY1 year Filed as: SEGAL Service code 11 · EIN 13-1835864 | Actuarial | $628,204 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $415,260 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 28 · EIN 22-1146430 | Investment Management | $175,937 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $129,652 |
BREDHOFF & KAISER9+ years Filed as: BREDHOFF & KAISER P.L.L.C. Service code 29 · EIN 52-0969534 | Legal | $102,574 |
SIKICH LLP4 years Service code 10 · EIN 36-3168081 | Accounting | $97,400 |
THE SEGAL COMPANY9+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $36,996 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY AIP GP LP Service code 28 · EIN 23-3060887 | Investment Management | $19,083 |
FIRST STATE TRUST COMPANY9+ 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 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 155.46% | 10.30%+145.2pp | 7.69%+147.8pp | 9.11%+146.4pp |
| Employer contribution / active EE | $4,290 | $9,006-52.4% | $28,501-84.9% | $12,231-64.9% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |