| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD4+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $1,684,993 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $1,380,876 |
RIDGEWORTH1 year Filed as: VIRTUS PARTNERS, INC. Service code 28 · EIN 95-4191764 | Investment Management | $808,093 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $560,918 |
MORLEY CAPITAL MANAGEMENT4+ years Service code 28 · EIN 93-0849924 | Investment Management | $520,800 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 23 · EIN 33-0785439 | Direct payment from the plan; Insuran... | $515,787 |
NEUBERGER BERMAN4+ years Filed as: NEUBERGER BERMAN FIXED INCOME Service code 28 · EIN 02-0654486 | Investment Management | $182,317 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO Service code 28 · EIN 13-2646110 | Investment Management | $133,988 |
Filed as: STATE STREET BANKING & TRUST CO Service code 28 · EIN 04-1867445 | Investment Management | $38,291 |
Filed as: METLIFE Service code 23 · EIN 13-4075851 | Insurance services; Direct payment fr... | $26,131 |
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 | $191,193 | $49,973+282.6% | $83,831+128.1% | $73,367+160.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.1%+23.9pp | 69.5%+30.5pp |
| Annual return | -4.96% | 0.83%-5.8pp | 850.99%-855.9pp | 173.45%-178.4pp |
| Employer contribution / active EE | $16,547 | $3,293+402.4% | $3,631+355.7% | $2,499+562.2% |
| Participant deferral / active EE | $6,710 | $2,341+186.7% | $4,082+64.4% | $4,033+66.4% |
| Admin fee / account holder | $195 | $95+104.5% | $5,479-96.4% | $68+184.9% |