| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $15,492,018 |
CONGRESS ASSET MANAGEMENT4+ years Filed as: CONGRESS ASSET MGMT. CO. Service code 28 · EIN 04-2848965 | Investment Management | $983,335 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $376,823 |
ENTRUST PARTNERS OFFSHORE LP3 years Filed as: ENTRUST PARTNERS OFFSHORE LP-SOF Service code 28 · EIN 90-0644478 | Investment Management | $359,481 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1835864 | Actuarial | $244,730 |
O'DONOGHUE & O'DONOGHUE4+ years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $225,056 |
COMERICA BANK4+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $208,626 |
INVESTMENT PERFORMANCE SERVICES4+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $200,000 |
SALTER & COMPANY, LLC4+ years Filed as: SALTER & COMPANY LLC Service code 10 · EIN 20-8078757 | Accounting | $199,279 |
AMALGAMATED BANK4+ years Service code 51 · EIN 13-4920330 | Investment Mgmt Fees | $123,537 |
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 | $7,764,297-100.0% | $245,396-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 1.00% | -1.95%+2.9pp | -752.26%+753.3pp | -1.95%+2.9pp |
| Employer contribution / active EE | $11,590 | $9,243+25.4% | $31,802-63.6% | $9,243+25.4% |
| Participant deferral / active EE | $0 | $425-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,223-100.0% | $62,356-100.0% |