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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $162,607 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $100,728 |
TIMOTHY R HOTT PC2+ years Filed as: TIMOTHY R. HOTT, PC Service code 29 · EIN 22-3724341 | Legal | $71,085 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT, LL Service code 28 · EIN 34-1922005 | Investment Management | $70,446 |
MARIA CATENACCI2+ years Service code 30 · EIN 22-6172237 | Investment management fees paid direc... | $67,329 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $64,000 |
O'SULLIVAN ASSOCIATES2+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 20-8199367 | Actuarial | $62,825 |
SUSANIN WIDMAN & BRENNAN PC2+ years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265960 | Legal | $56,131 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $52,994 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3257590 | Investment Management | $47,989 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $442,730-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 3.6%-3.6pp |
| Annual return | 5.47% | 5.54%-0.1pp | 4.72%+0.8pp | 11.88%-6.4pp |
| Employer contribution / active EE | $12,159 | $25,709-52.7% | $30,821-60.6% | $14,612-16.8% |
| Participant deferral / active EE | $0 | $2,149-100.0% | $113-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $2,146-100.0% | $637-100.0% |