| Provider | Service type | Compensation |
|---|---|---|
ALLIANZ GLOBAL INVESTORS1+ years Service code 28 · EIN 30-0115034 | Investment Management | $1,151,932 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-0556948 | Investment Management | $955,278 |
LAZARD ASSET MANAGEMENT1+ years Service code 28 · EIN 13-5545100 | Investment Management | $629,232 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, NA Service code 28 · EIN 31-4148768 | Investment Management | $464,026 |
Filed as: PRUDENTIAL INVESTMENTS Service code 28 · EIN 22-1211670 | Investment Management | $393,144 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $388,253 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-0288125 | Investment Management | $378,593 |
VORYS, SATER, SEYMOUR & PEASE1+ years Filed as: VORYS SATER SEYMOUR AND PEASE LLP Service code 29 · EIN 31-4333125 | Legal | $377,094 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $318,124 |
ENNIS HARGADON, LLC1+ years Filed as: ENNIS, KNUPP & ASSOCIATES Service code 28 · EIN 36-3109431 | Investment Management | $256,250 |
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 | $57,821-100.0% | $209,859-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 42.7%-42.7pp | 5.5%-5.5pp |
| Annual return | 0.52% | 5.86%-5.3pp | 4.16%-3.6pp | 5.86%-5.3pp |
| Employer contribution / active EE | $9,742 | $10,137-3.9% | $29,966-67.5% | $10,137-3.9% |
| Participant deferral / active EE | $0 | $492-100.0% | $145-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $13,952-100.0% | $387-100.0% |