| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 28 · EIN 22-2540245 | Investment Management | $654,116 |
WALTER SCOTT & PARTNERS LIMITED6+ years Filed as: WALTER SCOTT GROUP Service code 28 · EIN 76-6192146 | Investment Management | $402,874 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL MANAGEMENT Service code 28 | Investment Management | $353,855 |
GRIDIRON PARTNERS LLC1 year Service code 28 437 GRANT STREET 1806 · PITTSBURGH, PA 15219 | Investment Management | $302,546 |
ENTRUST PARTNERS OFFSHORE LP2 years Filed as: ENTRUST GLOBAL LTD. Service code 28 | Investment Management | $278,537 |
ALBANESE SINCHAR SMITH & CO.6+ years Service code 10 · EIN 46-1686881 | Accounting | $250,516 |
BEYER-BARBER COMPANY6+ years Service code 11 · EIN 23-2503024 | Actuarial | $234,533 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR & COMPANY Service code 28 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $203,517 |
TWIN CAPITAL MANAGEMENT2 years Filed as: TWIN CAPITAL MANAGEMENT INC. Service code 28 3244 WASHINGTON RD, SUITE 202 · MCMURRAY, PA 15317 | Investment Management | $135,195 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 94-6799945 | Investment Management | $118,470 |
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 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 10.14% | 10.88%-0.7pp | 10.57%-0.4pp | 12.86%-2.7pp |
| Employer contribution / active EE | $18,816 | $18,143+3.7% | $29,483-36.2% | $13,687+37.5% |
| Participant deferral / active EE | $0 | $4-100.0% | $150-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |