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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $493,747 |
DELAWARE INVESTMENTS8 years Filed as: MACQUARIE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2859590 | Investment Management | $369,145 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $261,364 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $179,300 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $167,769 |
BOSTON TRUST WALDEN COMPANY9+ years Filed as: BOSTON TRUST AND INVESTMENT Service code 28 · EIN 04-2273811 | Investment Management | $146,325 |
JAY SMITH9+ years Service code 14 · EIN 51-6051034 | Plan Administrator | $138,393 |
Service code 27 · EIN 32-0016703 | Advisory (Plan) | $104,000 |
ASHER, GITTLER & D'ALBA, LTD.9+ years Service code 29 · EIN 36-2786883 | Legal | $97,950 |
MICHELLE OCHOCINSKI2 years Filed as: MICHELLE ARROYO Service code 30 · EIN 51-6051034 | Employee (plan); Direct payment from ... | $92,004 |
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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 | 5.99% | 9.32%-3.3pp | 10.53%-4.5pp | 9.30%-3.3pp |
| Employer contribution / active EE | $11,916 | $14,511-17.9% | $26,797-55.5% | $12,551-5.1% |
| 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% | - |