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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO Service code 21 · EIN 22-1211670 PO BOX 9658 · PROVIDENCE, RI 02940 | Bank Trustee | $555,929 |
BENESYS, INC.1+ years Filed as: BENESYS INC Service code 14 · EIN 38-3507129 700 TOWER DRIVE SUITE 300 · TROY, MI 48098 | Plan Administrator | $207,755 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN Service code 27 · EIN 31-6243988 9300 WARD PARKWAY · KANSAS CITY, MO 641143317 | Advisory (Plan) | $205,501 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ASSET CAPITAL Service code 21 · EIN 13-3776334 470 PARK AVE S · NEW YORK, NY 100166865 | Bank Trustee | $120,428 |
SOUTHERN SUN ASSET MANAGEMENT1+ years Service code 21 · EIN 27-2990431 6070 POPLAR AVENUE SUITE 300 · MEMPHIS, TN 38119 | Bank Trustee | $87,770 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN D. BILLER Service code 20 · EIN 94-2854958 535 MIDDLEFIELD ROAD SUITE 230 · MENLO PARK, CA 94025 | Trustee (individual) | $84,282 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION BENEFIT GUARANTY Service code 23 · EIN 52-1042410 DEPT 77430 PO BOX 77000 · DETROIT, MI 482770430 | Insurance services | $76,804 |
PANAGORA ASSET MANAGEMENT1+ years Filed as: PANAGORA ASSET MANAGEMENT, INC Service code 21 · EIN 04-3183235 PO BOX 27810 · NEW YORK, NY 100877810 | Bank Trustee | $56,993 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 22-2232264 101 NORTH WACKER DRIVE, SUITE 500 · CHICAGO, IL 606061724 | Actuarial | $53,335 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 1000 TOWN CENTER SUITE 1500 · SOUTHFIELD, MI 480751000 | Securities Custodian | $50,533 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 0.18% | -0.09%+0.3pp | -0.81%+1.0pp | 1.67%-1.5pp |
| Employer contribution / active EE | $15,226 | $11,440+33.1% | $38,425-60.4% | $10,506+44.9% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |