| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $7,324,941 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO - EQUITY GROUP TRUST Service code 28 · EIN 27-6230536 | Investment Management | $1,442,158 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP INC Service code 28 · EIN 36-3555078 | Investment Management | $950,703 |
ENTRUST PARTNERS OFFSHORE LP1+ years Service code 28 · EIN 90-0644478 | Investment Management | $913,420 |
THE SEGAL COMPANY1+ years Filed as: MARCO - FIXED INCOME GROUP TRUST Service code 28 · EIN 27-6230536 | Investment Management | $700,868 |
PNC BANK, N.A.1+ years Filed as: PNC AFL-CIO BUILDING INVESTMENT TRU Service code 28 · EIN 52-6328901 | Investment Management | $617,308 |
CONGRESS ASSET MANAGEMENT1+ years Filed as: CONGRESS ASSET MGMT. CO. Service code 28 · EIN 04-2848965 | Investment Management | $595,279 |
BLACKSTONE1+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MGMT Service code 28 | Investment Management | $456,619 |
GOLDMAN SACHS1+ years Filed as: MERION CAPITAL PARTNERS LP Service code 28 | Investment Management | $363,633 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $357,353 |
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 | $47,522-100.0% | $115,244-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 33.3%-33.3pp | 9.2%-9.2pp |
| Annual return | 3.71% | -0.08%+3.8pp | -1.61%+5.3pp | -0.08%+3.8pp |
| Employer contribution / active EE | $10,528 | $7,991+31.8% | $30,840-65.9% | $7,991+31.8% |
| Participant deferral / active EE | $0 | $325-100.0% | $41-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $3,433-100.0% | $275-100.0% |