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| Provider | Service type | Compensation |
|---|---|---|
FRANKLIN TEMPLETON4+ years Service code 28 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Investment Management | $332,192 |
VICTORY2 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $255,016 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 51-6568908 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $238,023 |
MARCO CONSULTING GROUP4+ years Service code 27 · EIN 36-3555078 550 WEST WASHINGTON STREET, SUITE 9 · CHICAGO, IL 60661 | Advisory (Plan) | $220,112 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $213,471 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Filed as: INTECH Service code 28 · EIN 01-0614895 2401 PGA BLVD, SUUITE 100 · PALM BEACH GARDENS, FL 33410 | Investment Management | $208,051 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 101 N WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $184,886 |
SMITH GRAHAM4+ years Filed as: SMITH GRAHAM & CO Service code 51 · EIN 76-0301817 6900 JPMORGAN CHASE TOWER 600 TRAVI · HOUSTON, TX 77002 | Investment Mgmt Fees | $142,124 |
BOSTON TRUST WALDEN COMPANY3 years Filed as: BOSTON TRUST & INVESTMENT MANAGEMEN Service code 19 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Securities Custodian | $134,730 |
SEGALL BRYANT & HAMILL4+ years Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 41-1788385 10 SOUTH WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 | Investment Management | $119,202 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -4.36% | -4.58%+0.2pp | -2.18%-2.2pp | -1.95%-2.4pp |
| Employer contribution / active EE | $953 | $6,699-85.8% | $38,751-97.5% | $9,243-89.7% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |