| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $8,385,739 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP INC Service code 28 · EIN 36-3555078 | Investment Management | $782,365 |
AURELIUS2+ years Filed as: AURELIUS CAPITAL MANAGEMENT LP Service code 28 | Investment Management | $550,323 |
CONGRESS ASSET MANAGEMENT2+ years Filed as: CONGRESS ASSET MGMT. CO. Service code 28 · EIN 04-2848965 | Investment Management | $532,569 |
Filed as: ENTRUST PARTNERS OFFSHORE LP-SOF Service code 28 · EIN 90-0644478 | Investment Management | $517,020 |
PNC BANK, N.A.1 year Filed as: PNC BANK, NA Service code 28 · EIN 22-1146430 | Investment Management | $506,891 |
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $487,121 |
BLACKSTONE2+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MGMT Service code 28 | Investment Management | $459,929 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $380,404 |
Service code 28 | Investment Management | $341,500 |
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 | $40,289-100.0% | $209,859-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 42.7%-42.7pp | 4.2%-4.2pp |
| Annual return | 10.68% | 10.64%0pp | 4.16%+6.5pp | 10.64%0pp |
| Employer contribution / active EE | $11,017 | $11,561-4.7% | $29,966-63.2% | $11,561-4.7% |
| Participant deferral / active EE | $0 | $347-100.0% | $145-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,952-100.0% | $312-100.0% |