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| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 27 · EIN 13-3200244 | Advisory (Plan) | $111,635 |
STEPTOE & JOHNSON LLP1+ years Filed as: STEPTOE & JOHNSON Service code 29 · EIN 52-1349790 | Legal | $51,830 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $45,240 |
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $31,965 |
GORFINE SCHILLER & GARDYN PA1+ years Filed as: GORFINE, SCHILLER & GARDYN PA Service code 10 · EIN 52-1231901 | Accounting | $17,500 |
PATRICK MCCULLOUGH1+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $10,300 |
THE BOGDAHN GROUP1+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $8,750 |
KEN RYAN1+ years Service code 35 · EIN 13-6696938 | Direct payment from the plan; Employe... | $7,750 |
ANN MARIE MCCULLOUGH1+ years Service code 35 · EIN 13-6696938 | Direct payment from the plan; Employe... | $7,346 |
BICC SYSTEMS, INC.1+ years Filed as: BICC SYSTEMS INC. Service code 15 · EIN 36-2852073 | Recordkeeping | $6,904 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $253,870-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.8%-0.8pp |
| Annual return | -4.72% | -1.11%-3.6pp | -1.10%-3.6pp | -0.60%-4.1pp |
| Employer contribution / active EE | $7,727 | $11,820-34.6% | $27,248-71.6% | $12,272-37.0% |
| Participant deferral / active EE | $0 | $1,534-100.0% | $105-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $702,575-100.0% | $717-100.0% |