| Provider | Service type | Compensation |
|---|---|---|
Filed as: MOONEY GREEN SAIDON MURPHY & WELCH Service code 29 · EIN 52-1958229 | Legal | $465,064 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $352,669 |
ASB CAPITAL MANAGEMENT5 years Service code 28 · EIN 80-0618452 | Investment Management | $263,512 |
BREDHOFF & KAISER1 year Service code 29 · EIN 52-0969534 | Legal | $225,633 |
MARQUETTE ASSOCIATES6+ years Filed as: MARQUETTE ADVISORS Service code 27 · EIN 36-3485298 | Advisory (Plan) | $212,619 |
PGIM INVESTMENTS2 years Filed as: PGIM REAL ESTATE Service code 19 7 GIRALDA FARMS · MADISON, NJ 07940 | Securities Custodian | $155,002 |
NATIONAL INVESTMENT SERVICES2 years Service code 28 · EIN 84-3937993 | Investment Management | $132,429 |
STATE STREET GLOBAL ADVISORS3 years Service code 28 · EIN 81-4017137 | Investment Management | $125,590 |
KENNETH RYAN6+ years Filed as: KENNETH KOTWAS Service code 30 · EIN 52-6148540 | Employee (plan) | $104,328 |
ANDRE' A. GONZALES6+ years Filed as: ANDRE JOSEPH Service code 30 · EIN 52-6148540 | Employee (plan) | $101,787 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $229,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.3%-27.3pp | 0.0%0pp |
| Annual return | 11.30% | 13.80%-2.5pp | 7.48%+3.8pp | 13.80%-2.5pp |
| Employer contribution / active EE | $1,811 | $10,386-82.6% | $39,603-95.4% | $10,386-82.6% |
| Participant deferral / active EE | $0 | $448-100.0% | $172-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,197-100.0% | - |