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| Provider | Service type | Compensation |
|---|---|---|
WINSLOW CAPITAL MANAGEMENT10+ years Filed as: WINSLOW ASSET MANAGEMENT Service code 28 · EIN 34-1705163 3333 RICHMOND STREET, SUITE 180 · CLEVELAND, OH 44122 | Investment Management | $367,959 |
CDS ADMINISTRATORS8 years Service code 13 · EIN 25-1352803 232 WISE ROAD, SUITE 330 · HARMONY, PA 16037 | Contract Administrator | $308,528 |
FOUNDRY PARTNERS10+ years Service code 28 · EIN 34-1172683 1660 W SECOND STREET, SUITE 910 · CLEVELAND, OH 44113 | Investment Management | $265,252 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES & CO. Service code 28 9841 WASHINGTON BLVD, SUITE 320 · GAITHERSBURG, MD 20878 | Investment Management | $211,247 |
PNC BANK, N.A.2 years Filed as: PNC PCA SCC Service code 28 1900 E. 9TH STREET, 13TH FLOOR · CLEVELAND, OH 44114 | Investment Management | $185,425 |
GAMCO ASSET MANAGEMENT4 years Filed as: GAMCO Service code 28 191 MASON STREET · GREENWICH, CT 06830 | Investment Management | $137,312 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 1205 WESTLAKES DRIVE, SUITE 100 · BERWYN, PA 19312 | Investment Management | $136,525 |
PNC BANK, N.A.7 years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 10 · EIN 25-1211909 1900 E. 9TH STREET, 13TH FLOOR · CLEVELAND, OH 44114 | Accounting | $134,268 |
C.S. MCKEE, L.P.4 years Filed as: C S MCKEE Service code 28 420 FORT DUQUESNE BLVD, 800 · PITTSBURGH, PA 15222 | Investment Management | $102,581 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $97,862 |
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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 | 11.72% | 10.33%+1.4pp | 8.10%+3.6pp | 9.30%+2.4pp |
| Employer contribution / active EE | $17,402 | $14,972+16.2% | $28,649-39.3% | $12,551+38.7% |
| 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% | - |