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| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD9+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $3,909,876 |
RIDGEWORTH2 years Filed as: SEIX INVESTMENTS ADVISORS LLC Service code 28 · EIN 95-4191764 | Investment Management | $338,315 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $297,543 |
PGIM INVESTMENTS2 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $296,425 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $280,728 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET BANK & TRUST CO Service code 28 · EIN 04-1867445 | Investment Management | $253,433 |
Filed as: NEW YORK LIFE INSURANCE CO Service code 28 · EIN 13-5582869 | Investment Management | $218,389 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 28 · EIN 42-1520348 | Investment Management | $200,662 |
INSIGHT NORTH AMERICA LLC5 years Service code 28 · EIN 82-0983489 | Investment Management | $150,128 |
Service code 36 · EIN 27-0771521 | Direct payment from the plan; Copying... | $98,698 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,836 | $63,356-13.4% | $103,333-46.9% | $106,382-48.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 74.5%+25.5pp | 69.9%+30.1pp |
| Annual return | 14.05% | 14.77%-0.7pp | 24.88%-10.8pp | 17.37%-3.3pp |
| Employer contribution / active EE | $5,146 | $4,310+19.4% | $3,868+33.1% | $3,364+53.0% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,057-100.0% | $5,569-100.0% |
| Admin fee / account holder | $168 | $110+52.2% | $8,355-98.0% | $79+111.7% |