| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-0556948 | Investment Management | $1,410,246 |
PARNASSUS6+ years Filed as: PARNASSUS INVESTMENTS INC Service code 28 · EIN 94-2943858 | Investment Management | $854,000 |
Filed as: PRUDENTIAL INVESTMENTS Service code 28 · EIN 22-1211670 | Investment Management | $767,825 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $753,012 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $662,801 |
LAZARD ASSET MANAGEMENT6+ years Service code 28 · EIN 13-5545100 | Investment Management | $652,066 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN CHASE BANK, NA Service code 28 · EIN 31-4148768 | Investment Management | $539,956 |
Service code 28 · EIN 20-0292745 | Investment Management | $506,357 |
GEIGER BROTHERS INC.1 year Service code 99 · EIN 31-0733949 | Other Fees | $502,173 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS TRUMBULL PROPERTY FUND Service code 28 · EIN 61-1553760 | Investment Management | $441,131 |
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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 21.37% | 19.39%+2.0pp | 11.08%+10.3pp | 19.39%+2.0pp |
| Employer contribution / active EE | $8,656 | $8,446+2.5% | $28,418-69.5% | $8,446+2.5% |
| Participant deferral / active EE | $0 | $353-100.0% | $86-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |