| Provider | Service type | Compensation |
|---|---|---|
ALLIANZ GLOBAL INVESTORS2+ years Service code 28 · EIN 30-0115034 | Investment Management | $2,242,208 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-0556948 | Investment Management | $1,005,299 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-0288125 | Investment Management | $899,989 |
Filed as: PRUDENTIAL INVESTMENTS Service code 28 · EIN 22-1211670 | Investment Management | $632,511 |
LAZARD ASSET MANAGEMENT2+ years Service code 28 · EIN 13-5545100 | Investment Management | $612,868 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $574,712 |
PARNASSUS2+ years Filed as: PARNASSUS INVESTMENTS INC Service code 28 · EIN 94-2943858 | Investment Management | $522,327 |
VORYS, SATER, SEYMOUR & PEASE2+ years Filed as: VORYS SATER SEYMOUR AND PEASE LLP Service code 29 · EIN 31-4333125 | Legal | $446,975 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, NA Service code 28 · EIN 31-4148768 | Investment Management | $434,943 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $330,098 |
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 | 12.25% | 16.32%-4.1pp | 8.32%+3.9pp | 16.32%-4.1pp |
| Employer contribution / active EE | $9,970 | $12,766-21.9% | $30,793-67.6% | $12,766-21.9% |
| Participant deferral / active EE | $0 | $800-100.0% | $90-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |