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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.5+ years Service code 11 · EIN 13-3879959 | Actuarial | $573,197 |
COLUMBIA5+ years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 41-1533211 | Investment Management | $375,262 |
PGIM INVESTMENTS5+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $346,267 |
BERNZOTT CAPITAL ADVISORS5+ years Service code 28 · EIN 77-0464710 | Investment Management | $195,942 |
QUANTITATIVE PROCESS, LLC5+ years Filed as: QUANTITATIVE MANAGEMENT Service code 28 · EIN 22-1211670 | Investment Management | $143,088 |
QUAN-VEST CONSULTANTS, INC.5+ years Filed as: QUAN-VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $100,000 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $83,207 |
CARY KANE LLP5+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $77,289 |
Service code 28 · EIN 13-2889432 | Investment Management | $54,803 |
Service code 11 · EIN 26-1370698 | Actuarial | $53,823 |
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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 | $0 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 4.60% | 10.88%-6.3pp | 10.57%-6.0pp | 12.86%-8.3pp |
| Employer contribution / active EE | $11,679 | $18,143-35.6% | $29,483-60.4% | $13,687-14.7% |
| Participant deferral / active EE | $0 | $4-100.0% | $150-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |