| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD3+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $1,615,821 |
MERCER3+ years Filed as: MERCER HR SERVICES Service code 13 · EIN 13-2834414 | Contract Administrator | $1,038,821 |
Service code 28 · EIN 26-5339910 | Investment Management | $798,197 |
PGIM INVESTMENTS1 year Filed as: PGIM, INC Service code 13 · EIN 22-2540245 | Contract Administrator | $677,160 |
BLACKROCK3+ years Filed as: BLACKROCK FINANCIAL MGMT., INC Service code 28 · EIN 13-3806691 | Investment Management | $524,051 |
MORLEY CAPITAL MANAGEMENT3+ years Service code 28 · EIN 93-0849924 | Investment Management | $518,407 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 23 · EIN 33-0785439 | Direct payment from the plan; Insuran... | $484,760 |
NEUBERGER BERMAN3+ years Filed as: NEUBERGER BERMAN FIXED INCOME Service code 28 · EIN 02-0654486 | Investment Management | $183,689 |
COHEN & STEERS3+ years Filed as: COHEN, WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $67,438 |
MARCO CONSULTING GROUP3+ years Service code 28 · EIN 36-3555078 | Investment Management | $66,790 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,055 | $54,788+254.2% | $92,240+110.4% | $80,976+139.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 76.5%+23.5pp | 68.3%+31.7pp |
| Annual return | 6.65% | 13.07%-6.4pp | 176.29%-169.6pp | 22.91%-16.3pp |
| Employer contribution / active EE | $15,630 | $3,430+355.7% | $3,680+324.8% | $2,402+550.6% |
| Participant deferral / active EE | $5,690 | $2,438+133.4% | $3,897+46.0% | $3,848+47.9% |
| Admin fee / account holder | $208 | $96+117.1% | $5,194-96.0% | $67+208.7% |