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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 52-1590516 | Contract Administrator | $195,600 |
LAZARD ASSET MANAGEMENT3+ years Service code 28 P.O. BOX 5394 · NEW YORK, NY 101855394 | Investment Management | $122,456 |
AB FUNDS3+ years Filed as: ALLIANCE CAPITAL Service code 28 · EIN 13-4064930 | Investment Management | $95,117 |
WELLINGTON TRUST COMPANY3+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $70,585 |
Filed as: PRUDENTIAL FINANCIAL INS. CO. AMER. Service code 28 · EIN 22-1211670 | Investment Management | $62,964 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 28 · EIN 36-4516330 | Investment Management | $59,037 |
TWIN CAPITAL MANAGEMENT3+ years Service code 28 3244 WASHINGTON ROAD · MCMURRAY, PA 15317 | Investment Management | $49,369 |
MEYER, UNKOVIC & SCOTT3+ years Service code 29 · EIN 25-1344985 | Legal | $49,330 |
Filed as: CIM INVESTMENT MANAGEMENT Service code 28 · EIN 25-1738846 | Investment Management | $44,614 |
COWDEN ASSOCIATES, INC.3+ years Filed as: COWDEN & ASSOCIATES Service code 11 · EIN 25-1750131 | Actuarial | $40,097 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 9.96% | 12.33%-2.4pp | 8.32%+1.6pp | 17.84%-7.9pp |
| Employer contribution / active EE | $3,489 | $11,641-70.0% | $30,793-88.7% | $14,688-76.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |