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| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 27 · EIN 13-3200244 | Advisory (Plan) | $268,778 |
IOMM&P3 years Service code 14 · EIN 13-6020335 | Plan Administrator | $70,218 |
STEPTOE & JOHNSON LLP4+ years Filed as: STEPTOE & JOHNSON Service code 29 · EIN 52-1349790 | Legal | $46,829 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $40,933 |
GORFINE SCHILLER & GARDYN PA4+ years Filed as: GORFINE, SCHILLER & GARDYN PA Service code 10 · EIN 52-1231901 | Accounting | $18,000 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $17,396 |
ANDCO CONSULTING3 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $15,000 |
PATRICK MCCULLOUGH4+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $13,243 |
SLEVIN & HART, P.C.4+ years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $11,382 |
KEN RYAN4+ years Service code 35 · EIN 13-6696938 | Direct payment from the plan; Employe... | $10,102 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | -5.15% | 4.52%-9.7pp | -0.70%-4.5pp | 0.19%-5.3pp |
| Employer contribution / active EE | $8,425 | $13,719-38.6% | $28,903-70.9% | $13,763-38.8% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |