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| Provider | Service type | Compensation |
|---|---|---|
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL ASSET MGT Service code 28 · EIN 22-2540245 | Investment Management | $1,282,655 |
Service code 28 · EIN 26-1273625 | Investment Management | $1,222,695 |
Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 28 · EIN 68-0370668 | Investment Management | $502,509 |
JOHNSTON ASSET MANAGEMENT10+ years Service code 28 · EIN 13-3257590 | Investment Management | $421,532 |
GREAT LAKES ADVISORS, LLC4 years Service code 28 · EIN 80-0292839 | Investment Management | $418,812 |
AMERICAN REALTY ADVISORS6 years Service code 28 · EIN 33-0123114 | Investment Management | $342,582 |
FOUNDRY PARTNERS10+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $339,905 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISORS LL Service code 28 · EIN 13-3257590 | Investment Management | $322,922 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $260,830 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 27 · EIN 58-2432392 | Advisory (Plan) | $255,000 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.17% | 10.33%-2.2pp | 8.10%+0.1pp | 9.30%-1.1pp |
| Employer contribution / active EE | $14,482 | $14,972-3.3% | $28,649-49.5% | $12,551+15.4% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |