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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.7+ years Service code 11 · EIN 13-3879959 | Actuarial | $542,836 |
COLUMBIA7+ years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 41-1533211 | Investment Management | $476,300 |
PGIM INVESTMENTS7+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $344,699 |
BERNZOTT CAPITAL ADVISORS7+ years Service code 28 · EIN 77-0464710 | Investment Management | $202,098 |
WESTERN ASSET MANAGEMENT COMPANY7+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $117,916 |
QUAN-VEST CONSULTANTS, INC.7+ years Filed as: QUAN-VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $105,000 |
Service code 28 · EIN 13-2889432 | Investment Management | $81,108 |
Service code 11 · EIN 26-1370698 | Actuarial | $65,522 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $56,050 |
US BANK3 years Filed as: US BANK, NA Service code 19 · EIN 31-0841368 | Securities Custodian | $54,877 |
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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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -9.46% | -13.54%+4.1pp | 22.50%-32.0pp | 23.41%-32.9pp |
| Employer contribution / active EE | $12,499 | $14,842-15.8% | $33,849-63.1% | $12,650-1.2% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |