| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD5+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $2,004,051 |
RIDGEWORTH1 year Filed as: SEIX INVESTMENT ADVISORS Service code 28 · EIN 95-4191764 | Investment Management | $840,510 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 28 · EIN 13-3806691 | Investment Management | $595,176 |
MORLEY CAPITAL MANAGEMENT5+ years Service code 28 · EIN 93-0849924 | Investment Management | $509,290 |
Filed as: JP MORGAN Service code 28 · EIN 13-3200244 | Investment Management | $477,298 |
PGIM INVESTMENTS3 years Filed as: PGIM, INC Service code 28 · EIN 22-2540245 | Investment Management | $392,866 |
NEUBERGER BERMAN5+ years Filed as: NEUBERGER BERMAN FIXED INCOME Service code 28 · EIN 02-0654486 | Investment Management | $192,968 |
Filed as: METLIFE Service code 28 · EIN 13-4075851 | Investment Management | $165,720 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO Service code 28 · EIN 13-2646110 | Investment Management | $137,215 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 23 · EIN 33-0785439 | Insurance services; Direct payment fr... | $116,221 |
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 | $219,064 | $49,105+346.1% | $92,916+135.8% | $89,609+144.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13.77% | 32.35%-18.6pp | 109.45%-95.7pp | 33.65%-19.9pp |
| Employer contribution / active EE | $16,349 | $3,373+384.7% | $3,654+347.5% | $2,584+532.6% |
| Participant deferral / active EE | $6,175 | $2,531+143.9% | $4,238+45.7% | $4,222+46.3% |
| Admin fee / account holder | $209 | $93+126.3% | $5,796-96.4% | $72+192.4% |