| Provider | Service type | Compensation |
|---|---|---|
PARNASSUS9+ years Filed as: PARNASSUS INVESTMENTS INC Service code 28 · EIN 94-2943858 | Investment Management | $1,105,213 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE ASSOCIATES Service code 28 · EIN 52-0556948 | Investment Management | $1,026,053 |
Filed as: PRUDENTIAL INVESTMENTS Service code 28 · EIN 22-1211670 | Investment Management | $880,593 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $740,973 |
PIMCO FUNDS7 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $626,749 |
LAZARD ASSET MANAGEMENT9+ years Service code 28 · EIN 13-5545100 | Investment Management | $622,935 |
Service code 28 · EIN 20-0292745 | Investment Management | $612,265 |
KKR PRISMA2 years Filed as: KKR DIVERSIFIED CORE INFRASTRUCTURE Service code 28 30 HUDSON YARDS, SUITE 7500 · NEW YORK, NY 10001 | Investment Management | $456,310 |
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-0288125 | Investment Management | $301,289 |
REAMS ASSET MANAGEMENT4 years Service code 28 · EIN 35-1913089 | Investment Management | $292,941 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 7.76% | 10.11%-2.4pp | 8.10%-0.3pp | 8.85%-1.1pp |
| Employer contribution / active EE | $10,306 | $12,795-19.4% | $28,649-64.0% | $8,529+20.8% |
| Participant deferral / active EE | $0 | $1-100.0% | $10-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |