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| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD5+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $3,446,328 |
PGIM INVESTMENTS4 years Filed as: PGIM, INC Service code 28 · EIN 22-2540245 | Investment Management | $462,206 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $326,070 |
RIDGEWORTH2 years Filed as: SEIX INVESTMENT ADVISORS Service code 28 · EIN 95-4191764 | Investment Management | $282,467 |
MORLEY CAPITAL MANAGEMENT5+ years Service code 28 · EIN 93-0849924 | Investment Management | $237,744 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $190,609 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 23 · EIN 33-0785439 | Insurance services; Direct payment fr... | $139,551 |
Service code 28 · EIN 82-0983489 | Investment Management | $100,986 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO Service code 28 · EIN 13-2646110 | Investment Management | $48,622 |
COHEN & STEERS2 years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $32,656 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,224 | $52,155-7.5% | $101,275-52.4% | $106,273-54.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.8%+24.2pp | 70.8%+29.2pp |
| Annual return | 5.63% | 13.07%-7.4pp | 46.46%-40.8pp | 21.70%-16.1pp |
| Employer contribution / active EE | $4,218 | $3,414+23.5% | $3,660+15.2% | $2,722+54.9% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,601-100.0% |
| Admin fee / account holder | $146 | $102+43.3% | $5,948-97.6% | $78+85.8% |