| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD6+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $1,781,894 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 23 · EIN 33-0785439 | Direct payment from the plan; Insuran... | $905,003 |
RIDGEWORTH2 years Filed as: SEIX INVESTMENT ADVISORS Service code 28 · EIN 95-4191764 | Investment Management | $767,926 |
PGIM INVESTMENTS4 years Filed as: PGIM, INC Service code 28 · EIN 22-2540245 | Investment Management | $706,607 |
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 28 · EIN 13-3806691 | Investment Management | $625,375 |
MORLEY CAPITAL MANAGEMENT6+ years Service code 28 · EIN 93-0849924 | Investment Management | $500,652 |
Filed as: BARINGS LLC Service code 28 · EIN 51-0504477 | Investment Management | $499,100 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 28 · EIN 13-3200244 | Investment Management | $218,507 |
Filed as: METLIFE Service code 28 · EIN 13-4075851 | Investment Management | $207,012 |
NEUBERGER BERMAN1 year Filed as: NEUBERGER BERMAN INVESTMENT ADVISOR Service code 28 · EIN 02-0654486 | Investment Management | $206,232 |
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 | $224,146 | $52,155+329.8% | $101,275+121.3% | $106,273+110.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.8%+24.2pp | 70.8%+29.2pp |
| Annual return | 8.56% | 13.07%-4.5pp | 46.46%-37.9pp | 21.70%-13.1pp |
| Employer contribution / active EE | $13,143 | $3,414+285.0% | $3,660+259.1% | $2,722+382.8% |
| Participant deferral / active EE | $5,584 | $2,716+105.6% | $4,370+27.8% | $4,601+21.3% |
| Admin fee / account holder | $243 | $102+139.5% | $5,948-95.9% | $78+210.6% |