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| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 27 · EIN 13-3200244 | Advisory (Plan) | $162,952 |
STEPTOE & JOHNSON LLP2+ years Filed as: STEPTOE & JOHNSON Service code 29 · EIN 52-1349790 | Legal | $55,338 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $42,334 |
SLEVIN & HART, P.C.2+ years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $41,961 |
IOMM&P1 year Service code 14 · EIN 13-6020335 | Plan Administrator | $33,985 |
GORFINE SCHILLER & GARDYN PA2+ years Filed as: GORFINE, SCHILLER & GARDYN PA Service code 10 · EIN 52-1231901 | Accounting | $18,000 |
ANDCO CONSULTING1 year Service code 17 · EIN 59-3676225 | Pension Consulting | $15,000 |
PATRICK MCCULLOUGH2+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $12,979 |
KEN RYAN2+ years Service code 35 · EIN 13-6696938 | Direct payment from the plan; Employe... | $9,520 |
ANN MARIE MCCULLOUGH2+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $9,055 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | 5.67% | 4.38%+1.3pp | 4.72%+1.0pp | 7.18%-1.5pp |
| Employer contribution / active EE | $7,825 | $13,406-41.6% | $30,821-74.6% | $13,095-40.2% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |