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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL ASSET MGT Service code 28 · EIN 22-2540245 | Investment Management | $1,155,289 |
JOHNSTON ASSET MANAGEMENT4+ years Service code 28 · EIN 13-3257590 | Investment Management | $731,089 |
Filed as: PATRIOT FINANCIAL PARTNERS III LP Service code 28 · EIN 45-3772738 | Investment Management | $525,000 |
Service code 28 2929 ARCH STREET, 27TH FLOOR · PHILADELPHIA, PA 191042868 | Investment Management | $525,000 |
ROTHSCHILD ASSET MANAGEMENT4+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 | Investment Management | $520,668 |
INVESTMENT PERFORMANCE SERVICES4+ years Service code 27 · EIN 58-2432392 | Advisory (Plan) | $274,956 |
Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 28 · EIN 68-0370668 | Investment Management | $268,941 |
EATON VANCE4+ years Service code 28 · EIN 04-3101341 | Investment Management | $265,432 |
SMITH GRAHAM4+ years Filed as: SMITH, GRAHAM & CO. INVESTMENT ADV. Service code 28 · EIN 76-0301817 | Investment Management | $231,845 |
FOUNDRY PARTNERS4+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $177,375 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -3.83% | 2.02%-5.8pp | -752.26%+748.4pp | 33.37%-37.2pp |
| Employer contribution / active EE | $14,649 | $12,422+17.9% | $31,802-53.9% | $11,253+30.2% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |