| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-0556948 | Investment Management | $1,159,327 |
PARNASSUS7+ years Filed as: PARNASSUS INVESTMENTS INC Service code 28 · EIN 94-2943858 | Investment Management | $960,150 |
Filed as: PRUDENTIAL INVESTMENTS Service code 28 · EIN 22-1211670 | Investment Management | $889,672 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $760,309 |
LAZARD ASSET MANAGEMENT7+ years Service code 28 · EIN 13-5545100 | Investment Management | $717,697 |
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $686,485 |
Service code 28 · EIN 20-0292745 | Investment Management | $555,210 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS TRUMBULL PROPERTY FUND Service code 28 · EIN 61-1553760 | Investment Management | $406,322 |
REAMS ASSET MANAGEMENT2 years Service code 28 · EIN 35-1913089 | Investment Management | $303,332 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-0288125 | Investment Management | $285,599 |
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 | $164,721-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -2.16% | -14.80%+12.6pp | -5.85%+3.7pp | -14.80%+12.6pp |
| Employer contribution / active EE | $10,302 | $8,996+14.5% | $31,839-67.6% | $8,996+14.5% |
| Participant deferral / active EE | $0 | $455-100.0% | $2-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $1,000-100.0% | - |