| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $16,470,465 |
CONGRESS ASSET MANAGEMENT6+ years Filed as: CONGRESS ASSET MGMT. CO. Service code 28 · EIN 04-2848965 | Investment Management | $533,330 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $396,380 |
O'DONOGHUE & O'DONOGHUE6+ years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $390,556 |
THE SEGAL COMPANY6+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1835864 | Actuarial | $300,697 |
COMERICA BANK6+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $242,193 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $202,328 |
INVESTMENT PERFORMANCE SERVICES6+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $200,000 |
ENTRUST PARTNERS OFFSHORE LP5 years Filed as: ENTRUST PARTNERS OFFSHORE LP-SOF Service code 28 · EIN 90-0644478 | Investment Management | $179,741 |
JOHN EGER6+ years Service code 30 · EIN 52-6054620 | Employee (plan) | $110,573 |
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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 15.23% | 13.80%+1.4pp | 8.01%+7.2pp | 13.80%+1.4pp |
| Employer contribution / active EE | $12,050 | $10,386+16.0% | $29,476-59.1% | $10,386+16.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $735-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |