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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $378,679 |
RIVER ROAD ASSET MANAGEMENT10+ years Service code 28 · EIN 43-2076925 462 S. FOURTH STREET, SUITE 1600 · LOUISVILLE, KY 40202 | Investment Management | $269,794 |
SOLDON LAW FIRM, LLC10+ years Service code 29 · EIN 27-4757308 3541 NORTH SUMMIT AVE · SHOREWOOD, WI 53211 | Legal | $260,140 |
AB FUNDS10+ years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-4064930 227 W MONROE ST, SUITE 5900 · WASHINGTON, DC 20005 | Investment Management | $234,689 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST CO Service code 28 · EIN 20-8080381 | Investment Management | $221,909 |
THE BANK OF NEW YORK MELLON6 years Filed as: BNY MELLON INVESTMENT MANAGEMENT Service code 51 · EIN 76-6192146 | Investment Mgmt Fees | $208,555 |
GOODWIN CAPITAL ADVISORS10+ years Filed as: GOODWIN CAPITAL ADVISERS Service code 28 · EIN 13-5155720 ONE FINANCIAL PLAZA, 14TH FLOOR · HARTFORD, CT 06103 | Investment Management | $167,481 |
BENEFIT PLAN ADMINISTRATORS8 years Service code 14 P.O. BOX 1128 · EAU CLAIRE, WI 54702 | Plan Administrator | $144,216 |
THE SEGAL COMPANY10+ years Service code 50 · EIN 13-1975125 101 NORTH WACKER DRIVE, STE 500 · CHICAGO, IL 606061724 | Direct Payment | $138,854 |
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 28 · EIN 22-1146430 | Investment Management | $126,321 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 9.95% | 9.32%+0.6pp | 10.53%-0.6pp | 9.30%+0.7pp |
| Employer contribution / active EE | $26,631 | $14,511+83.5% | $26,797-0.6% | $12,551+112.2% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |