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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 84-0467907 | Direct Payment | $138,891 |
PGIM INVESTMENTS4 years Filed as: PGIM MANAGEMENT Service code 28 655 BROAD STREET, 9TH FLOOR · NEWARK, NJ 071024410 | Investment Management | $135,705 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $129,153 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $95,778 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | -6.21% | 8.00%-14.2pp | 7.69%-13.9pp | 37.77%-44.0pp |
| Employer contribution / active EE | $228,639 | $15,902+1337.8% | $28,501+702.2% | $15,798+1347.3% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |