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| Provider | Service type | Compensation |
|---|---|---|
PANAGORA ASSET MANAGEMENT1+ years Service code 28 · EIN 04-3063540 | Investment Management | $80,246 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY TRUST INT'L OF THE SOUTH Service code 21 · EIN 65-0080824 | Bank Trustee | $79,767 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 13 · EIN 22-1211670 | Contract Administrator | $65,882 |
THE SAVITZ ORGANIZATION1+ years Filed as: THE SAVITZ ORGANIZATION, INC. Service code 11 · EIN 23-1700844 | Actuarial | $58,850 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1404803 | Investment Management | $56,701 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC Service code 27 · EIN 36-3555078 | Advisory (Plan) | $54,602 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $54,000 |
Filed as: WHV INVESTMENT MANAGEMENT, INC Service code 28 · EIN 91-1631301 | Investment Management | $51,617 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $47,795 |
BMO HARRIS BANK NA1+ years Filed as: BMO ASSET MANAGEMENT INC Service code 27 · EIN 36-3673844 | Advisory (Plan) | $43,442 |
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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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -0.37% | -0.09%-0.3pp | -0.81%+0.4pp | 1.67%-2.0pp |
| Employer contribution / active EE | $7,157 | $11,440-37.4% | $38,425-81.4% | $10,506-31.9% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |