| Provider | Service type | Compensation |
|---|---|---|
ALLIANZ GLOBAL INVESTORS3+ years Service code 28 · EIN 30-0115034 | Investment Management | $1,592,405 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-0556948 | Investment Management | $1,135,552 |
Filed as: PRUDENTIAL INVESTMENTS Service code 28 · EIN 22-1211670 | Investment Management | $671,989 |
LAZARD ASSET MANAGEMENT3+ years Service code 28 · EIN 13-5545100 | Investment Management | $645,358 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-0288125 | Investment Management | $584,893 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $583,291 |
Filed as: VORYS SATER SEYMOUR AND PEASE Service code 29 · EIN 31-4333125 | Legal | $577,925 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK, NA Service code 28 · EIN 31-4148768 | Investment Management | $572,193 |
PARNASSUS3+ years Filed as: PARNASSUS INVESTMENTS INC Service code 28 · EIN 94-2943858 | Investment Management | $532,471 |
Service code 28 · EIN 20-0292745 | Investment Management | $415,070 |
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 | $245,396-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 11.11% | 73.13%-62.0pp | -752.26%+763.4pp | 73.13%-62.0pp |
| Employer contribution / active EE | $9,750 | $8,421+15.8% | $31,802-69.3% | $8,421+15.8% |
| Participant deferral / active EE | $0 | $293-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | - |