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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL ASSET MGT Service code 28 · EIN 22-2540245 | Investment Management | $992,175 |
PATRIOT FINANCIAL PARTNERS, L.P.1+ years Filed as: PATRIOT FINANCIAL PARTNERS II LP Service code 28 · EIN 45-3772738 | Investment Management | $822,373 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3257590 | Investment Management | $588,070 |
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 | Investment Management | $428,661 |
PATRIOT FINANCIAL PARTNERS, LP1+ years Filed as: PATRIOT FINANCIAL PARTNERS LP Service code 28 · EIN 26-0290309 | Investment Management | $306,249 |
EATON VANCE1+ years Service code 28 · EIN 04-3101341 | Investment Management | $228,981 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 27 · EIN 58-2432392 | Advisory (Plan) | $211,714 |
FOUNDRY PARTNERS1+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $198,806 |
SMITH GRAHAM1+ years Filed as: SMITH, GRAHAM & CO. INVESTMENT ADV. Service code 28 · EIN 76-0301817 | Investment Management | $157,699 |
NATHAN & BERNSTEIN CPA'S, PC1+ years Filed as: NATHAN SMITH Service code 30 · EIN 23-6405239 | Employee (plan); Recordkeeping fees | $147,254 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 3.35% | 1.36%+2.0pp | -1.61%+5.0pp | 1.67%+1.7pp |
| Employer contribution / active EE | $13,866 | $10,832+28.0% | $30,840-55.0% | $10,506+32.0% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |