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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN9+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $674,108 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $455,551 |
NORTHERN TRUST COMPANY9+ years Service code 28 · EIN 36-2723087 | Investment Management | $436,826 |
NATIONAL INVESTMENT SERVICES9+ years Service code 28 · EIN 84-3937993 | Investment Management | $334,319 |
ZENITH AMERICAN SOLUTIONS9+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $262,156 |
CHEIRON4 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $205,033 |
LANER MUCHIN9+ years Service code 29 · EIN 36-3088463 | Legal | $140,066 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $139,654 |
JPMORGAN INVEST HOLDINGS LLC8 years Filed as: CHEVY CHASE TRUST CO. Service code 28 · EIN 52-2037618 | Investment Management | $139,654 |
Filed as: JPMCB SPECIAL SITUATION PROP. FUND Service code 24 · EIN 13-4994650 | Discretionary Trustee | $98,064 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 14.51% | 10.33%+4.2pp | 8.10%+6.4pp | 9.30%+5.2pp |
| Employer contribution / active EE | $19,837 | $14,972+32.5% | $28,649-30.8% | $12,551+58.1% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |