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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL ASSET MGT Service code 28 · EIN 22-2540245 | Investment Management | $2,740,805 |
Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 28 · EIN 68-0370668 | Investment Management | $436,157 |
JOHNSTON ASSET MANAGEMENT9+ years Service code 28 · EIN 13-3257590 | Investment Management | $412,891 |
GREAT LAKES ADVISORS, LLC3 years Service code 28 · EIN 80-0292839 | Investment Management | $391,437 |
AMERICAN REALTY ADVISORS5 years Service code 28 · EIN 33-0123114 | Investment Management | $388,564 |
FOUNDRY PARTNERS9+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $282,644 |
INVESTMENT PERFORMANCE SERVICES9+ 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 | $239,604 |
SMITH GRAHAM9+ years Filed as: SMITH, GRAHAM & CO. INVESTMENT ADV. Service code 28 · EIN 76-0301817 | Investment Management | $198,767 |
WEDGE CAPITAL MANAGEMENT9+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $176,287 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 6.77% | 7.95%-1.2pp | 20.18%-13.4pp | 9.11%-2.3pp |
| Employer contribution / active EE | $15,271 | $14,684+4.0% | $29,108-47.5% | $12,231+24.9% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |