| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $19,993,483 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $418,037 |
COMERICA BANK9+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $324,075 |
THE SEGAL COMPANY9+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1835864 | Actuarial | $289,385 |
O'DONOGHUE & O'DONOGHUE9+ years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $279,841 |
LANDMARK EQUITY ADVISORS LLC2 years Filed as: LANDMARK EQUITY PARTNERS LP Service code 28 | Investment Management | $250,000 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $230,726 |
HAMILTON LANE ADVISORS, LLC2 years Filed as: HAMILTON LANE PRIVATE EQUITY Service code 52 | Indirect Investment Fees | $211,911 |
INVESTMENT PERFORMANCE SERVICES9+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $200,000 |
BASYS4 years Filed as: BASYS, INC. Service code 99 · EIN 52-1796473 | Other Fees | $176,346 |
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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 6.83% | 7.10%-0.3pp | 20.18%-13.4pp | 13.18%-6.4pp |
| Employer contribution / active EE | $13,179 | $12,760+3.3% | $29,108-54.7% | $8,469+55.6% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |