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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL ASSET MGT Service code 28 · EIN 22-2540245 | Investment Management | $2,142,481 |
Service code 28 · EIN 26-1273625 | Investment Management | $986,637 |
JOHNSTON ASSET MANAGEMENT6+ years Service code 28 · EIN 13-3257590 | Investment Management | $738,063 |
AMERICAN REALTY ADVISORS2 years Service code 28 · EIN 33-0123114 | Investment Management | $335,214 |
Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 28 · EIN 68-0370668 | Investment Management | $326,708 |
EATON VANCE6+ years Service code 28 · EIN 04-3101341 | Investment Management | $282,485 |
ROTHSCHILD ASSET MANAGEMENT6+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 | Investment Management | $277,109 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 27 · EIN 58-2432392 | Advisory (Plan) | $276,465 |
FOUNDRY PARTNERS6+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $198,299 |
SMITH GRAHAM6+ years Filed as: SMITH, GRAHAM & CO. INVESTMENT ADV. Service code 28 · EIN 76-0301817 | Investment Management | $165,791 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 8.48% | 6.82%+1.7pp | 8.01%+0.5pp | 12.86%-4.4pp |
| Employer contribution / active EE | $11,936 | $12,695-6.0% | $29,476-59.5% | $13,687-12.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |