| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $21,027,599 |
COMERICA BANK10+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $373,328 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $353,513 |
O'DONOGHUE & O'DONOGHUE10+ years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $343,896 |
THE SEGAL COMPANY10+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1835864 | Actuarial | $287,143 |
LANDMARK EQUITY ADVISORS LLC3 years Filed as: LANDMARK EQUITY PARTNERS LP Service code 28 | Investment Management | $250,000 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $236,871 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $200,000 |
BASYS5 years Filed as: BASYS, INC. Service code 99 · EIN 52-1796473 | Other Fees | $150,538 |
HAMILTON LANE ADVISORS, LLC3 years Filed as: HAMILTON LANE PRIVATE EQUITY Service code 52 | Indirect Investment Fees | $146,556 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.00% | 10.11%-2.1pp | 8.10%-0.1pp | 8.85%-0.8pp |
| Employer contribution / active EE | $13,506 | $12,795+5.6% | $28,649-52.9% | $8,529+58.4% |
| Participant deferral / active EE | $0 | $1-100.0% | $10-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |