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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 53-0215427 | Recordkeeping | $806,549 |
WASATCH ADVISORS3 years Filed as: WASATCH GLOBAL INVESTORS Service code 28 · EIN 87-0319391 | Investment Management | $183,650 |
Service code 28 · EIN 26-0340395 | Investment Management | $180,177 |
ALAN BILLER & ASSOCIATES7+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 28 · EIN 94-2854958 | Investment Management | $174,000 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: J.P. MORGAN CHASE BANK, NAT'L ASSOC Service code 28 · EIN 13-4994650 | Investment Management | $127,030 |
SYSTEMATIC FINANCIAL MANAGEMENT7+ years Service code 28 · EIN 22-3367558 | Investment Management | $125,527 |
JOANNE LANGONE7+ years Filed as: JOANNE AMES Service code 30 · EIN 52-6128127 | Recordkeeping fees; Employee (plan) | $104,876 |
TRACEY SCOTT7+ years Service code 30 · EIN 52-6128127 | Recordkeeping fees; Employee (plan) | $100,693 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $91,937 |
GEORGE JOHNSON & COMPANY7+ years Filed as: GEORGE ASHU Service code 30 · EIN 52-6128127 | Employee (plan); Recordkeeping fees | $81,867 |
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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 | $1,472,696-100.0% | $490,804-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.7%-0.7pp |
| Annual return | 13.39% | 16.75%-3.4pp | 14.84%-1.4pp | 13.24%+0.2pp |
| Employer contribution / active EE | $48,544 | $16,291+198.0% | $37,950+27.9% | $14,616+232.1% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $127-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1-100.0% | $4,137-100.0% |