| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 45-4482782 P.O. BOX 2115 · OAK RIDGE, TN 37830 | Plan Administrator | $918,722 |
Filed as: METROPOLITAN LIFE INSURANCE CO Service code 22 · EIN 13-5581829 200 PARK AVENUE · NEW YORK, NY 10166 | Insurance Broker | $637,999 |
PGIM INVESTMENTS8+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 13-2631108 466 LEXINGTON AVE · NEW YORK, NY 10017 | Investment Management | $542,744 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVESTMENT MGMT INC Service code 28 · EIN 20-8058531 71 SOUTH WACKER DRIVE SUITE 800 · CHICAGO, IL 60606 | Investment Management | $252,681 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 606031008 | Directed Trustee | $91,054 |
KILPATRICK TOWNSEND3 years Filed as: KILPATRICK STOCKTON LLP Service code 29 · EIN 58-0511774 1100 PEACHTREE STREET NE · ATLANTA, GA 30309 | Legal | $64,563 |
Filed as: PRUDENTIAL ASSET MANAGEMENT Service code 28 · EIN 22-2550816 3 GATEWAY CENTER 14TH FLOOR · NEWARK, NJ 07102 | Investment Management | $48,308 |
BLACKROCK5 years Service code 28 · EIN 94-3112180 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $6,781 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -20.70% | 87.23%-107.9pp | -5.12%-15.6pp | 23.41%-44.1pp |
| Employer contribution / active EE | $8,070 | $12,989-37.9% | $31,020-74.0% | $12,650-36.2% |
| Participant deferral / active EE | $1,961 | $1,092+79.6% | $101+1843.8% | $1,474+33.1% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |