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| Provider | Service type | Compensation |
|---|---|---|
WINSLOW CAPITAL MANAGEMENT9+ years Filed as: WINSLOW ASSET MANAGEMENT Service code 28 · EIN 34-1705163 3333 RICHMOND STREET, SUITE 180 · CLEVELAND, OH 44122 | Investment Management | $337,061 |
CDS ADMINISTRATORS7 years Service code 13 · EIN 25-1352803 232 WISE ROAD, SUITE 220 · HARMONY, PA 16037 | Contract Administrator | $299,542 |
FOUNDRY PARTNERS9+ years Service code 28 · EIN 34-1172683 1660 W SECOND STREET, SUITE 910 · CLEVELAND, OH 44113 | Investment Management | $233,321 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & CO. Service code 28 9841 WASHINGTON BLVD, SUITE 320 · GAITHERSBURG, MD 20878 | Investment Management | $211,691 |
PNC BANK, N.A.1 year Filed as: PNC PCA SCC Service code 28 1900 E. 9TH STREET, 13TH FLOOR · CLEVELAND, OH 44114 | Investment Management | $149,953 |
PNC BANK, N.A.6 years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 10 · EIN 25-1211909 1900 E. 9TH STREET, 13TH FLOOR · CLEVELAND, OH 44114 | Accounting | $130,820 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 1205 WESTLAKES DRIVE, SUITE 100 · BERWYN, PA 19312 | Investment Management | $121,869 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $109,736 |
C.S. MCKEE, L.P.3 years Filed as: C S MCKEE Service code 28 420 FORT DUQUESNE BLVD, 800 · PITTSBURGH, PA 15222 | Investment Management | $101,456 |
GAMCO ASSET MANAGEMENT3 years Filed as: GAMCO Service code 28 191 MASON STREET · GREENWICH, CT 06830 | Investment Management | $99,567 |
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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 | 14.28% | 7.95%+6.3pp | 20.18%-5.9pp | 9.11%+5.2pp |
| Employer contribution / active EE | $16,950 | $14,684+15.4% | $29,108-41.8% | $12,231+38.6% |
| 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% |