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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.6+ years Service code 11 · EIN 13-3879959 | Actuarial | $544,146 |
COLUMBIA6+ years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 41-1533211 | Investment Management | $430,681 |
PGIM INVESTMENTS6+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $384,181 |
BERNZOTT CAPITAL ADVISORS6+ years Service code 28 · EIN 77-0464710 | Investment Management | $248,031 |
QUAN-VEST CONSULTANTS, INC.6+ years Filed as: QUAN-VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $104,583 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $97,327 |
Service code 28 · EIN 13-2889432 | Investment Management | $86,475 |
US BANK2 years Filed as: US BANK, NA Service code 19 · EIN 31-0841368 | Securities Custodian | $84,918 |
Service code 11 · EIN 26-1370698 | Actuarial | $70,594 |
QUANTITATIVE PROCESS, LLC6+ years Filed as: QUANTITATIVE MANAGEMENT Service code 28 · EIN 22-1211670 | Investment Management | $69,275 |
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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 | $444,552-100.0% | $490,804-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.7%-3.7pp |
| Annual return | 26.59% | 14.11%+12.5pp | 14.84%+11.8pp | 15.63%+11.0pp |
| Employer contribution / active EE | $12,517 | $13,673-8.5% | $37,950-67.0% | $11,476+9.1% |
| Participant deferral / active EE | $0 | $1-100.0% | $127-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1-100.0% | $429-100.0% |