| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $16,350,149 |
CONGRESS ASSET MANAGEMENT5+ years Filed as: CONGRESS ASSET MGMT. CO. Service code 28 · EIN 04-2848965 | Investment Management | $869,582 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $389,892 |
O'DONOGHUE & O'DONOGHUE5+ years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $379,706 |
THE SEGAL COMPANY5+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1835864 | Actuarial | $252,586 |
COMERICA BANK5+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $235,151 |
ENTRUST PARTNERS OFFSHORE LP4 years Filed as: ENTRUST PARTNERS OFFSHORE LP-SOF Service code 28 · EIN 90-0644478 | Investment Management | $207,712 |
INVESTMENT PERFORMANCE SERVICES5+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $200,000 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $186,282 |
WHITESTAR ADVISORS, LLC2 years Filed as: WHITE STAR ADVISORS Service code 28 902 CLINT MOORE RD · BOCA RATON, FL 33478 | Investment Management | $139,356 |
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 | $894,319,009-100.0% | $362,723-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 11.92% | 24.48%-12.6pp | 10.56%+1.4pp | 24.48%-12.6pp |
| Employer contribution / active EE | $11,984 | $9,418+27.2% | $30,199-60.3% | $9,418+27.2% |
| Participant deferral / active EE | $0 | $501-100.0% | $33-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,168-100.0% | $2,968,729-100.0% |