| Provider | Service type | Compensation |
|---|---|---|
ALLIANZ GLOBAL INVESTORS5+ years Service code 28 · EIN 30-0115034 | Investment Management | $1,976,298 |
T ROWE PRICE RPS INC5+ years Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-0556948 | Investment Management | $1,124,126 |
Filed as: PRUDENTIAL INVESTMENTS Service code 28 · EIN 22-1211670 | Investment Management | $750,956 |
LAZARD ASSET MANAGEMENT5+ years Service code 28 · EIN 13-5545100 | Investment Management | $657,868 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $642,802 |
PARNASSUS5+ years Filed as: PARNASSUS INVESTMENTS INC Service code 28 · EIN 94-2943858 | Investment Management | $641,587 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN CHASE BANK, NA Service code 28 · EIN 31-4148768 | Investment Management | $527,005 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS TRUMBULL PROPERTY FUND Service code 28 · EIN 61-1553760 | Investment Management | $488,934 |
Service code 28 · EIN 20-0292745 | Investment Management | $463,035 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $462,597 |
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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 5.11% | 13.80%-8.7pp | 8.01%-2.9pp | 13.80%-8.7pp |
| Employer contribution / active EE | $8,740 | $10,386-15.8% | $29,476-70.3% | $10,386-15.8% |
| Participant deferral / active EE | $0 | $448-100.0% | $735-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |