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| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 27 · EIN 13-3200244 | Advisory (Plan) | $222,844 |
IOMM&P2 years Service code 14 · EIN 13-6020335 | Plan Administrator | $71,490 |
STEPTOE & JOHNSON LLP3+ years Filed as: STEPTOE & JOHNSON Service code 29 · EIN 52-1349790 | Legal | $60,780 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $46,005 |
SLEVIN & HART, P.C.3+ years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $22,218 |
GORFINE SCHILLER & GARDYN PA3+ years Filed as: GORFINE, SCHILLER & GARDYN PA Service code 10 · EIN 52-1231901 | Accounting | $18,500 |
ANDCO CONSULTING2 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $15,000 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $12,775 |
PATRICK MCCULLOUGH3+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $12,192 |
KEN RYAN3+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $9,011 |
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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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 6.24% | 11.16%-4.9pp | 14.20%-8.0pp | 23.90%-17.7pp |
| Employer contribution / active EE | $8,018 | $17,064-53.0% | $27,968-71.3% | $16,539-51.5% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |