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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 53-0215427 | Recordkeeping | $763,457 |
Service code 28 · EIN 26-0340395 | Investment Management | $182,670 |
ALAN BILLER & ASSOCIATES5+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 28 · EIN 94-2854958 | Investment Management | $174,228 |
Filed as: J.P. MORGAN CHASE BANK, NAT'L ASSOC Service code 28 · EIN 13-4994650 | Investment Management | $122,956 |
JOANNE LANGONE5+ years Filed as: JOANNE AMES Service code 30 · EIN 52-6128127 | Recordkeeping fees; Employee (plan) | $112,067 |
TRACEY SCOTT5+ years Service code 30 · EIN 52-6128127 | Recordkeeping fees; Employee (plan) | $111,015 |
ANNETTE PARKER5+ years Filed as: ANNETTE MILBROOK Service code 30 · EIN 52-6128127 | Employee (plan); Recordkeeping fees | $110,018 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $101,929 |
SYSTEMATIC FINANCIAL MANAGEMENT5+ years Service code 28 · EIN 22-3367558 | Investment Management | $96,473 |
GEORGE JOHNSON & COMPANY5+ years Filed as: GEORGE ASHU Service code 30 · EIN 52-6128127 | Recordkeeping fees; Employee (plan) | $95,233 |
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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 | $3,370,408-100.0% | $161,646-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 1.2%-1.2pp |
| Annual return | 18.37% | 15.47%+2.9pp | 12.93%+5.4pp | 53.27%-34.9pp |
| Employer contribution / active EE | $41,317 | $15,545+165.8% | $35,210+17.3% | $14,774+179.7% |
| Participant deferral / active EE | $0 | $814-100.0% | $458-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,659-100.0% | $13,289-100.0% |