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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION10+ years Filed as: WILSON-MCSHANE CORP Service code 10 · EIN 41-0956552 | Accounting | $223,887 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $178,337 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN STABLE ADVISORS Service code 28 · EIN 95-4871432 | Investment Management | $112,893 |
THE SEGAL COMPANY10+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $90,152 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $71,152 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $68,937 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $66,000 |
Filed as: ARNOLD NEWBOLD SOLLARS & HOLLINS Service code 29 · EIN 43-1174269 | Legal | $65,175 |
STATE STREET GLOBAL ADVISORS10+ years Service code 28 1 LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $46,736 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $39,584 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| 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 | 12.83% | 8.51%+4.3pp | 10.52%+2.3pp | 8.76%+4.1pp |
| Employer contribution / active EE | $10,048 | $16,216-38.0% | $26,749-62.4% | $16,650-39.7% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |