| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 28 · EIN 22-2540245 | Investment Management | $711,249 |
FOUNDRY PARTNERS4 years Filed as: FOUNDRY PARTNERS LLC Service code 28 1660 W. 2ND ST. · CLEVELAND, OH 44113 | Investment Management | $525,804 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 94-6799945 | Investment Management | $414,512 |
Filed as: COMMONWEALTH INVESTMENT MANAGEMENT Service code 28 436 SEVENTH AVENUE, SUITE 2600 · PITTSBURGH, PA 15219 | Investment Management | $297,547 |
ENTRUST PARTNERS OFFSHORE LP5 years Filed as: ENTRUST GLOBAL LTD. Service code 28 | Investment Management | $283,435 |
TWIN CAPITAL MANAGEMENT5 years Filed as: TWIN CAPITAL MANAGEMENT INC. Service code 28 3244 WASHINGTON RD, SUITE 202 · MCMURRAY, PA 15317 | Investment Management | $258,964 |
WALTER SCOTT & PARTNERS LIMITED9+ years Filed as: WALTER SCOTT GROUP Service code 28 · EIN 76-6192146 | Investment Management | $238,868 |
FOSTER & FOSTER3 years Filed as: FOSTER & FOSTER INC. Service code 11 1136 HAMILTON STREET, SUITE 103 · ALLENTOWN, PA 18101 | Actuarial | $236,712 |
ALBANESE SINCHAR SMITH & CO.9+ years Service code 10 · EIN 46-1686881 | Accounting | $171,773 |
INSIGHT NORTH AMERICA LLC2 years Service code 28 200 PARK AVE., 7TH FLOOR · NEW YORK, NY 10166 | Investment Management | $171,639 |
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% | $163,428-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 15.9%-15.9pp | 2.2%-2.2pp |
| Annual return | 31.07% | 9.11%+22.0pp | 9.36%+21.7pp | 9.11%+22.0pp |
| Employer contribution / active EE | $20,753 | $12,231+69.7% | $31,270-33.6% | $12,231+69.7% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $263-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $9,460-100.0% | $125-100.0% |