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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 28 · EIN 22-1211670 | Investment Management | $189,960 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Filed as: SYSTEMATIC FINANCIAL MGMT, L.P. Service code 28 · EIN 22-3367558 | Investment Management | $120,375 |
FRANK M. VACCARO & ASSOCIATES2+ years Service code 13 · EIN 23-2148108 | Contract Administrator | $84,103 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 28 ONE LANDMARK SQUARE · STAMFORD, CT 06901 | Investment Management | $75,822 |
FOUNDRY PARTNERS2+ years Service code 28 · EIN 46-1184506 | Investment Management | $58,541 |
THE BOGDAHN GROUP2+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $53,700 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $42,048 |
PNC BANK, N.A.2+ years Filed as: PNC BANK NA Service code 19 · EIN 25-1197336 | Securities Custodian | $39,612 |
BEYER-BARBER COMPANY2+ years Filed as: BEYER-BARBER Service code 11 · EIN 23-2503024 | Actuarial | $28,665 |
COMERICA BANK2+ years Filed as: COMERICA Service code 28 · EIN 42-1741646 | Investment Management | $25,908 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 10.13% | 3.49%+6.6pp | 4.16%+6.0pp | 7.18%+2.9pp |
| Employer contribution / active EE | $18,229 | $11,083+64.5% | $29,966-39.2% | $13,095+39.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |