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| Provider | Service type | Compensation |
|---|---|---|
Service code 59 · EIN 84-0467907 | Shareholder Servicing | $404,471 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $165,000 |
PGIM INVESTMENTS1 year Filed as: PGIM MANAGEMENT Service code 28 655 BROAD STREET, 9TH FLOOR · NEWARK, NJ 071024410 | Investment Management | $92,460 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $85,784 |
FRANKLIN TEMPLETON5+ years Service code 28 · EIN 80-0733663 | Investment Management | $75,695 |
THE BANK OF NEW YORK MELLON5+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $44,008 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | -3.15% | 13.15%-16.3pp | -2.84%-0.3pp | 11.45%-14.6pp |
| Employer contribution / active EE | $39,169 | $23,714+65.2% | $33,329+17.5% | $17,219+127.5% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |