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| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD6+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $3,449,264 |
PGIM INVESTMENTS5 years Filed as: PGIM, INC Service code 28 · EIN 22-2540245 | Investment Management | $465,591 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $334,878 |
RIDGEWORTH3 years Filed as: SEIX INVESTMENT ADVISORS Service code 28 · EIN 95-4191764 | Investment Management | $288,574 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $261,369 |
MORLEY CAPITAL MANAGEMENT6+ years Service code 28 · EIN 93-0849924 | Investment Management | $212,191 |
INSIGHT NORTH AMERICA LLC2 years Service code 28 · EIN 82-0983489 | Investment Management | $160,363 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 23 · EIN 33-0785439 | Direct payment from the plan; Insuran... | $149,324 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO Service code 28 · EIN 13-2646110 | Investment Management | $38,800 |
COHEN & STEERS3 years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $37,460 |
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 | $52,876 | $65,673-19.5% | $109,191-51.6% | $106,520-50.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 75.9%+24.1pp | 71.3%+28.7pp |
| Annual return | 9.43% | 15.69%-6.3pp | 25.76%-16.3pp | 19.28%-9.9pp |
| Employer contribution / active EE | $4,168 | $4,042+3.1% | $3,723+11.9% | $2,840+46.7% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $133 | $107+24.0% | $6,756-98.0% | $75+78.1% |