| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE ASSOCIATES Service code 28 · EIN 52-0556948 | Investment Management | $995,122 |
Filed as: PRUDENTIAL INVESTMENTS Service code 28 · EIN 22-1211670 | Investment Management | $978,238 |
PARNASSUS8+ years Filed as: PARNASSUS INVESTMENTS INC Service code 28 · EIN 94-2943858 | Investment Management | $903,961 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $668,293 |
PIMCO FUNDS6 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $657,579 |
LAZARD ASSET MANAGEMENT8+ years Service code 28 · EIN 13-5545100 | Investment Management | $648,652 |
Service code 28 · EIN 20-0292745 | Investment Management | $545,091 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS TRUMBULL PROPERTY FUND Service code 28 · EIN 61-1553760 | Investment Management | $352,839 |
REAMS ASSET MANAGEMENT3 years Service code 28 · EIN 35-1913089 | Investment Management | $305,486 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY PRIME PROPERTY FUND Service code 28 · EIN 36-4516330 | Investment Management | $273,767 |
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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 4.92% | 7.10%-2.2pp | 20.18%-15.3pp | 13.18%-8.3pp |
| Employer contribution / active EE | $10,031 | $12,760-21.4% | $29,108-65.5% | $8,469+18.4% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |