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| Provider | Service type | Compensation |
|---|---|---|
PANAGORA ASSET MANAGEMENT5+ years Service code 28 · EIN 04-3063840 | Investment Management | $94,979 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 13 · EIN 22-1211670 | Contract Administrator | $72,020 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $71,468 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY TRUST INT'L OF THE SOUTH Service code 21 · EIN 65-0080824 | Bank Trustee | $67,027 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $53,906 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $52,887 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 20-8080381 | Investment Management | $49,402 |
Service code 11 · EIN 31-1582098 | Actuarial | $47,600 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $46,621 |
Service code 29 · EIN 26-0873462 | Legal | $45,578 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 14.95% | 14.29%+0.7pp | 14.64%+0.3pp | 21.83%-6.9pp |
| Employer contribution / active EE | $8,812 | $12,083-27.1% | $41,831-78.9% | $12,237-28.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |