Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS1 year Filed as: PGIM INC. Service code 28 · EIN 22-2540245 | Investment Management | $677,288 |
Service code 28 · EIN 36-7298281 | Investment Management | $468,072 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Service code 28 · EIN 22-3361201 | Investment Management | $375,768 |
Service code 28 · EIN 51-0412248 | Investment Management | $355,777 |
Filed as: ALTRINSIC GLOBAL ADVISORS, LLC. Service code 28 · EIN 30-0016268 | Investment Management | $286,497 |
WESTFIELD CAPITAL MANAGEMENT2 years Filed as: WESTFIELD CAPITAL MGMT CO., L.P. Service code 28 · EIN 80-0175963 | Investment Management | $248,926 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $243,093 |
VICTORY4 years Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-2700161 | Investment Management | $240,414 |
Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 24 · EIN 13-4994650 | Discretionary Trustee | $212,267 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE INVESTMENT MGMT ADVISORS Service code 28 · EIN 23-2859590 | Investment Management | $174,994 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 5.90% | 16.06%-10.2pp | 12.90%-7.0pp | 53.27%-47.4pp |
| Employer contribution / active EE | $43,694 | $22,650+92.9% | $53,929-19.0% | $14,774+195.7% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |