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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.1+ years Service code 11 · EIN 13-3879959 | Actuarial | $648,409 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $293,030 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 41-1533211 | Investment Management | $259,549 |
BERNZOTT CAPITAL ADVISORS1+ years Service code 28 · EIN 77-0464710 | Investment Management | $178,812 |
QUANTITATIVE PROCESS, LLC1+ years Filed as: QUANTITATIVE MANAGEMENT Service code 28 · EIN 22-1211670 | Investment Management | $122,429 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUAN-VEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $100,000 |
LSV ASSET MANAGEMENT1+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $74,458 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $72,471 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $65,820 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $43,052 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $442,730-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | -1.06% | 6.68%-7.7pp | 4.72%-5.8pp | 9.19%-10.3pp |
| Employer contribution / active EE | $9,461 | $25,873-63.4% | $30,821-69.3% | $12,608-25.0% |
| Participant deferral / active EE | $0 | $50-100.0% | $113-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $2,146-100.0% | $2,655,710-100.0% |