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| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD3+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $2,880,752 |
PGIM INVESTMENTS2 years Filed as: PGIM, INC Service code 28 · EIN 22-2540245 | Investment Management | $335,075 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL Service code 28 · EIN 80-0618452 | Investment Management | $310,399 |
RIDGEWOOD INVESTMENTS2 years Filed as: RIDGEWOOD HOLDINGS Service code 28 · EIN 46-5339910 | Investment Management | $222,940 |
MORLEY CAPITAL MANAGEMENT3+ years Service code 28 · EIN 93-0849924 | Investment Management | $216,318 |
BLACKROCK3+ years Service code 28 · EIN 13-3806691 | Investment Management | $214,213 |
Filed as: ALLIANT INSURANCE SERVICES Service code 23 · EIN 33-0785439 | Direct payment from the plan; Insuran... | $137,944 |
RIDGEWORTH3+ years Filed as: SEIX INVESTMENTS Service code 28 · EIN 26-1483110 | Investment Management | $75,391 |
POSTMASTER GENERAL3+ years Service code 49 UNION ST STE A · FLUSHING, NY 113549997 | Other Services | $30,701 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO Service code 28 · EIN 13-2646110 | Investment Management | $28,207 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,420 | $49,973-11.1% | $83,831-47.0% | $73,367-39.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.1%+23.9pp | 69.5%+30.5pp |
| Annual return | 1.47% | 0.83%+0.6pp | 850.99%-849.5pp | 173.45%-172.0pp |
| Employer contribution / active EE | $5,432 | $3,293+64.9% | $3,631+49.6% | $2,499+117.4% |
| Participant deferral / active EE | $0 | $2,341-100.0% | $4,082-100.0% | $4,033-100.0% |
| Admin fee / account holder | $115 | $95+20.9% | $5,479-97.9% | $68+68.5% |