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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 53-0215427 | Recordkeeping | $870,832 |
ALAN BILLER & ASSOCIATES8+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 28 · EIN 94-2854958 | Investment Management | $174,000 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $156,255 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: J.P. MORGAN CHASE BANK, NAT'L ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $155,741 |
JOANNE LANGONE8+ years Filed as: JOANNE AMES Service code 30 · EIN 52-6128127 | Recordkeeping fees; Employee (plan) | $128,892 |
Service code 28 · EIN 26-0340395 | Investment Management | $127,751 |
TRACEY SCOTT8+ years Service code 30 · EIN 52-6128127 | Recordkeeping fees; Employee (plan) | $122,185 |
WASATCH ADVISORS4 years Filed as: WASATCH GLOBAL INVESTORS Service code 28 · EIN 87-0319391 | Investment Management | $116,801 |
Filed as: PRUDENTIAL INSURANC CO OF AMER Service code 28 · EIN 22-1211670 | Investment Management | $115,001 |
GEORGE JOHNSON & COMPANY8+ years Filed as: GEORGE ASHU Service code 30 · EIN 52-6128127 | Recordkeeping fees; Employee (plan) | $104,943 |
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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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -14.07% | -4.95%-9.1pp | 22.50%-36.6pp | 2.78%-16.9pp |
| Employer contribution / active EE | $53,191 | $15,740+237.9% | $33,849+57.1% | $15,276+248.2% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |