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| Provider | Service type | Compensation |
|---|---|---|
PMG ADVISORS2 years Filed as: STONERIDGE PMG ADVISORS, LLC Service code 28 · EIN 23-2837989 | Investment Management | $902,216 |
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS, INC Service code 13 · EIN 52-1590516 | Contract Administrator | $547,968 |
FRANKLIN TEMPLETON10+ years Filed as: CLARION PARTNERS Service code 28 · EIN 13-4087331 | Investment Management | $525,425 |
BLACKROCK8 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $460,731 |
Filed as: J.P MORGAN INVESTMENT MANAGEMENT IN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $381,932 |
SEAL - O - MATIC1 year Filed as: SEAL-O-MATIC PAVING COMPANY Service code 49 2601 NW TULLISON RD · RIVERSIDE, MO 64150 | Other Services | $377,406 |
THE BANK OF NEW YORK MELLON8 years Service code 19 · EIN 13-5160382 | Securities Custodian | $269,175 |
Service code 28 · EIN 20-0292745 | Investment Management | $252,595 |
WESTFIELD CAPITAL MANAGEMENT10+ years Filed as: WESTFIELD CAPITAL MANAGEMENT COMPAN Service code 28 · EIN 80-0175963 | Investment Management | $248,729 |
KOHLBERG & ASSOCIATES1 year Filed as: KOHLBERG KRAVIS ROBERTS & CO. L.P. Service code 28 30 HUDSON YARDS · NEW YORK, NY 10001 | Investment Management | $191,218 |
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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 | 9.98% | 10.33%-0.4pp | 8.10%+1.9pp | 9.30%+0.7pp |
| Employer contribution / active EE | $13,304 | $14,972-11.1% | $28,649-53.6% | $12,551+6.0% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |