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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 53-0215427 | Recordkeeping | $704,271 |
Service code 28 · EIN 26-0340395 | Investment Management | $187,126 |
ALAN BILLER & ASSOCIATES6+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 28 · EIN 94-2854958 | Investment Management | $174,000 |
WASATCH ADVISORS2 years Filed as: WASATCH GLOBAL INVESTORS Service code 28 · EIN 87-0319391 | Investment Management | $143,626 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: J.P. MORGAN CHASE BANK, NAT'L ASSOC Service code 28 · EIN 13-4994650 | Investment Management | $125,872 |
JOANNE LANGONE6+ years Filed as: JOANNE AMES Service code 30 · EIN 52-6128127 | Recordkeeping fees; Employee (plan) | $122,062 |
TRACEY SCOTT6+ years Service code 30 · EIN 52-6128127 | Recordkeeping fees; Employee (plan) | $121,509 |
GEORGE JOHNSON & COMPANY6+ years Filed as: GEORGE ASHU Service code 30 · EIN 52-6128127 | Recordkeeping fees; Employee (plan) | $101,956 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $95,657 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $90,348 |
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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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 13.39% | 15.15%-1.8pp | 10.57%+2.8pp | 11.45%+1.9pp |
| Employer contribution / active EE | $45,455 | $16,781+170.9% | $29,483+54.2% | $17,219+164.0% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |