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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL ASSET MGT Service code 28 · EIN 22-2540245 | Investment Management | $2,004,313 |
Service code 28 · EIN 26-1273625 | Investment Management | $1,118,206 |
JOHNSTON ASSET MANAGEMENT8+ years Service code 28 · EIN 13-3257590 | Investment Management | $470,205 |
AMERICAN REALTY ADVISORS4 years Service code 28 · EIN 33-0123114 | Investment Management | $437,700 |
GREAT LAKES ADVISORS, LLC2 years Service code 28 · EIN 80-0292839 | Investment Management | $418,134 |
Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 28 · EIN 68-0370668 | Investment Management | $395,386 |
FOUNDRY PARTNERS8+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $311,212 |
EATON VANCE8+ years Service code 28 · EIN 04-3101341 | Investment Management | $287,489 |
INVESTMENT PERFORMANCE SERVICES8+ years Service code 27 · EIN 58-2432392 | Advisory (Plan) | $245,000 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISORS LL Service code 28 · EIN 13-3257590 | Investment Management | $233,307 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -8.17% | -7.95%-0.2pp | -5.85%-2.3pp | 23.41%-31.6pp |
| Employer contribution / active EE | $14,379 | $13,972+2.9% | $31,839-54.8% | $12,650+13.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |