| Provider | Service type | Compensation |
|---|---|---|
ALLIANZ GLOBAL INVESTORS4+ years Service code 28 · EIN 30-0115034 | Investment Management | $1,498,042 |
T ROWE PRICE RPS INC4+ years Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-0556948 | Investment Management | $1,073,216 |
Filed as: PRUDENTIAL INVESTMENTS Service code 28 · EIN 22-1211670 | Investment Management | $718,084 |
LAZARD ASSET MANAGEMENT4+ years Service code 28 · EIN 13-5545100 | Investment Management | $649,364 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $596,702 |
PARNASSUS4+ years Filed as: PARNASSUS INVESTMENTS INC Service code 28 · EIN 94-2943858 | Investment Management | $576,909 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK, NA Service code 28 · EIN 31-4148768 | Investment Management | $575,715 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS TRUMBULL PROPERTY FUND Service code 28 · EIN 61-1553760 | Investment Management | $515,678 |
Service code 28 · EIN 20-0292745 | Investment Management | $480,489 |
Filed as: VORYS SATER SEYMOUR AND PEASE Service code 29 · EIN 31-4333125 | Legal | $459,738 |
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 | $894,319,009-100.0% | $362,723-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -0.79% | 24.48%-25.3pp | 10.56%-11.4pp | 24.48%-25.3pp |
| Employer contribution / active EE | $9,298 | $9,418-1.3% | $30,199-69.2% | $9,418-1.3% |
| Participant deferral / active EE | $0 | $501-100.0% | $33-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,168-100.0% | $2,968,729-100.0% |