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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN7+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $612,470 |
ZENITH AMERICAN SOLUTIONS7+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $268,388 |
NATIONAL INVESTMENT SERVICES7+ years Service code 28 · EIN 84-3937993 | Investment Management | $258,956 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $198,047 |
CHEIRON2 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $182,000 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $170,523 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: CHEVY CHASE TRUST CO. Service code 28 · EIN 52-2037618 | Investment Management | $170,523 |
NORTHERN TRUST COMPANY7+ years Service code 28 · EIN 36-2723087 | Investment Management | $158,402 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK Service code 15 · EIN 36-2085229 | Recordkeeping | $105,432 |
LANER MUCHIN7+ years Service code 29 · EIN 36-3088463 | Legal | $92,824 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | 8.44% | -7.95%+16.4pp | -5.85%+14.3pp | 23.41%-15.0pp |
| Employer contribution / active EE | $21,205 | $13,972+51.8% | $31,839-33.4% | $12,650+67.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |