| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $20,893,844 |
CONGRESS ASSET MANAGEMENT7+ years Filed as: CONGRESS ASSET MGMT. CO. Service code 28 · EIN 04-2848965 | Investment Management | $599,330 |
O'DONOGHUE & O'DONOGHUE7+ years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $450,634 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $418,685 |
THE SEGAL COMPANY7+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1835864 | Actuarial | $357,799 |
COMERICA BANK7+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $279,314 |
INVESTMENT PERFORMANCE SERVICES7+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $200,000 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $131,568 |
BASYS2 years Filed as: BASYS, INC. Service code 99 · EIN 52-1796473 | Other Fees | $129,778 |
JOHN EGER7+ years Service code 30 · EIN 52-6054620 | Employee (plan) | $78,170 |
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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 15.79% | 13.51%+2.3pp | 11.08%+4.7pp | 13.51%+2.3pp |
| Employer contribution / active EE | $12,434 | $8,170+52.2% | $28,418-56.2% | $8,170+52.2% |
| Participant deferral / active EE | $0 | $488-100.0% | $86-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |