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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.10+ years Service code 11 · EIN 13-3879959 | Actuarial | $533,781 |
COLUMBIA3 years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADV. Service code 28 · EIN 41-1533211 | Investment Management | $331,172 |
PGIM INVESTMENTS10+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $246,771 |
Service code 28 · EIN 13-2889432 | Investment Management | $219,996 |
QUAN-VEST CONSULTANTS, INC.3 years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $105,000 |
Service code 11 · EIN 26-1370698 | Actuarial | $102,753 |
WESTERN ASSET MANAGEMENT COMPANY10+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $92,475 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $89,060 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $54,712 |
US BANK6 years Filed as: US BANK, NA Service code 50 · EIN 31-0841368 | Direct Payment | $42,158 |
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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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 7.80% | 8.88%-1.1pp | 31.38%-23.6pp | 8.88%-1.1pp |
| Employer contribution / active EE | $13,806 | $15,934-13.4% | $24,632-44.0% | $15,934-13.4% |
| Participant deferral / active EE | $0 | $753-100.0% | $181-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |