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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 53-0215427 | Recordkeeping | $1,027,129 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $182,862 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: J.P. MORGAN CHASE BANK, NAT'L ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $176,196 |
ALAN BILLER & ASSOCIATES9+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 28 · EIN 94-2854958 | Investment Management | $174,000 |
Service code 28 · EIN 26-0340395 | Investment Management | $129,060 |
TRACEY SCOTT9+ years Service code 30 · EIN 52-6128127 | Recordkeeping fees; Employee (plan) | $123,103 |
WASATCH ADVISORS5 years Filed as: WASATCH GLOBAL INVESTORS Service code 28 · EIN 87-0319391 | Investment Management | $120,810 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $110,188 |
GEORGE JOHNSON & COMPANY9+ years Filed as: GEORGE ASHU Service code 30 · EIN 52-6128127 | Recordkeeping fees; Employee (plan) | $107,708 |
Filed as: PRUDENTIAL INSURANC CO OF AMER Service code 28 · EIN 22-1211670 | Investment Management | $101,541 |
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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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 13.87% | 724.96%-711.1pp | 78.62%-64.7pp | 37.77%-23.9pp |
| Employer contribution / active EE | $35,461 | $14,638+142.3% | $31,646+12.1% | $15,798+124.5% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |