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| Provider | Service type | Compensation |
|---|---|---|
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 13 · EIN 22-1211670 | Contract Administrator | $148,575 |
PANAGORA ASSET MANAGEMENT10+ years Service code 28 · EIN 04-3063840 | Investment Management | $126,795 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $112,849 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $75,721 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $69,138 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 20-8080381 | Investment Management | $67,653 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS LLC Service code 28 · EIN 52-6435649 | Investment Management | $59,437 |
Service code 11 · EIN 31-1582098 | Actuarial | $57,000 |
SCHULTHEIS & PANETTIERI, LLP10+ years Service code 10 · EIN 13-1577780 | Accounting | $50,100 |
ARCHER, BYINGTON, GLENNON & LEVINE10+ years Service code 29 · EIN 26-0873462 | Legal | $25,850 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.22% | 10.33%-1.1pp | 8.10%+1.1pp | 9.30%-0.1pp |
| Employer contribution / active EE | $11,713 | $14,972-21.8% | $28,649-59.1% | $12,551-6.7% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |