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| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD4+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $3,179,209 |
PGIM INVESTMENTS3 years Filed as: PGIM, INC Service code 28 · EIN 22-2540245 | Investment Management | $438,232 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $334,741 |
RIDGEWORTH1 year Filed as: SEIX INVESTMENT ADVISORS Service code 28 · EIN 95-4191764 | Investment Management | $306,619 |
MORLEY CAPITAL MANAGEMENT4+ years Service code 28 · EIN 93-0849924 | Investment Management | $229,278 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 28 · EIN 13-3806691 | Investment Management | $190,664 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 23 · EIN 33-0785439 | Direct payment from the plan; Insuran... | $132,594 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO Service code 28 · EIN 13-2646110 | Investment Management | $48,080 |
POSTMASTER GENERAL4+ years Service code 49 19220 HORRACE HARDING EXPY · FRESH MEADOWS, NY 113659997 | Other Services | $38,094 |
Filed as: STATE STREET BANK & TRUST CO. Service code 28 · EIN 04-1867445 | Investment Management | $29,156 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,669 | $49,105-7.0% | $92,916-50.8% | $89,609-49.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 0.96% | 32.35%-31.4pp | 109.45%-108.5pp | 33.65%-32.7pp |
| Employer contribution / active EE | $5,249 | $3,373+55.6% | $3,654+43.7% | $2,584+103.1% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,238-100.0% | $4,222-100.0% |
| Admin fee / account holder | $130 | $93+40.6% | $5,796-97.8% | $72+81.7% |