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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL ASSET MGT Service code 28 · EIN 22-2540245 | Investment Management | $1,241,216 |
Service code 28 · EIN 26-1273625 | Investment Management | $976,563 |
JOHNSTON ASSET MANAGEMENT5+ years Service code 28 · EIN 13-3257590 | Investment Management | $748,002 |
ROTHSCHILD ASSET MANAGEMENT5+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 | Investment Management | $559,594 |
AMERICAN REALTY ADVISORS1 year Service code 28 · EIN 33-0123114 | Investment Management | $328,221 |
EATON VANCE5+ years Service code 28 · EIN 04-3101341 | Investment Management | $286,396 |
INVESTMENT PERFORMANCE SERVICES5+ years Service code 27 · EIN 58-2432392 | Advisory (Plan) | $278,826 |
Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 28 · EIN 68-0370668 | Investment Management | $234,974 |
SMITH GRAHAM5+ years Filed as: SMITH, GRAHAM & CO. INVESTMENT ADV. Service code 28 · EIN 76-0301817 | Investment Management | $183,127 |
FOUNDRY PARTNERS5+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $178,344 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 17.89% | 12.20%+5.7pp | 10.56%+7.3pp | 21.83%-3.9pp |
| Employer contribution / active EE | $12,702 | $12,801-0.8% | $30,199-57.9% | $12,237+3.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |