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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $341,432 |
SEGALL BRYANT & HAMILL1+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $221,082 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3257590 | Investment Management | $196,965 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $171,005 |
JAY SMITH1+ years Service code 14 · EIN 51-6051034 | Plan Administrator | $161,269 |
JBM COMPUTER CONSULTANTS1+ years Filed as: JBM COMPUTER CONSULTANTS, INC. Service code 16 · EIN 16-1173118 | Consulting | $154,924 |
BOSTON TRUST WALDEN COMPANY1+ years Filed as: BOSTON TRUST AND INVESTMENT Service code 28 · EIN 04-2273811 | Investment Management | $150,067 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $115,633 |
NORTHPOINTE CAPITAL1+ years Filed as: NORTHPOINTE CAPITAL, LLC Service code 28 · EIN 23-3025935 | Investment Management | $110,162 |
Service code 27 · EIN 32-0016703 | Advisory (Plan) | $85,000 |
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Annual investment return 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 | $381,942,733-100.0% | $442,730-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 2.78% | 6.68%-3.9pp | 4.72%-1.9pp | 9.19%-6.4pp |
| Employer contribution / active EE | $8,817 | $25,873-65.9% | $30,821-71.4% | $12,608-30.1% |
| Participant deferral / active EE | $0 | $50-100.0% | $113-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $2,146-100.0% | $2,655,710-100.0% |