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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.8+ years Service code 11 · EIN 13-3879959 | Actuarial | $540,441 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT INVESTMENT ADV. Service code 28 · EIN 41-1533211 | Investment Management | $440,197 |
PGIM INVESTMENTS8+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $283,432 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $194,306 |
BERNZOTT CAPITAL ADVISORS8+ years Service code 28 · EIN 77-0464710 | Investment Management | $139,948 |
Service code 27 · EIN 11-2559669 | Advisory (Plan) | $105,000 |
Service code 11 · EIN 26-1370698 | Actuarial | $83,663 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $73,137 |
Service code 28 · EIN 13-2889432 | Investment Management | $61,583 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $50,906 |
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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 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 7.23% | 10.13%-2.9pp | 78.62%-71.4pp | 9.11%-1.9pp |
| Employer contribution / active EE | $13,347 | $13,162+1.4% | $31,646-57.8% | $12,231+9.1% |
| Participant deferral / active EE | $0 | $1,581-100.0% | $101-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |