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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL ASSET MGT Service code 28 · EIN 22-2540245 | Investment Management | $1,213,682 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3257590 | Investment Management | $579,744 |
PATRIOT FINANCIAL PARTNERS, L.P.2+ years Filed as: PATRIOT FINANCIAL PARTNERS II LP Service code 28 · EIN 45-3772738 | Investment Management | $562,500 |
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 | Investment Management | $414,919 |
EATON VANCE2+ years Service code 28 · EIN 04-3101341 | Investment Management | $242,196 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 · EIN 58-2432392 | Advisory (Plan) | $233,016 |
PATRIOT FINANCIAL PARTNERS, LP2+ years Filed as: PATRIOT FINANCIAL PARTNERS LP Service code 28 · EIN 26-0290309 | Investment Management | $210,946 |
FOUNDRY PARTNERS2+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $200,877 |
SMITH GRAHAM2+ years Filed as: SMITH, GRAHAM & CO. INVESTMENT ADV. Service code 28 · EIN 76-0301817 | Investment Management | $161,737 |
Filed as: INTERCONTINENTAL REAL ESTATE INVEST Service code 28 · EIN 04-3549299 | Investment Management | $145,288 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 6.32% | 3.63%+2.7pp | 4.16%+2.2pp | 9.19%-2.9pp |
| Employer contribution / active EE | $14,186 | $11,363+24.8% | $29,966-52.7% | $12,608+12.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |