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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $438,119 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2859590 | Investment Management | $244,288 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3257590 | Investment Management | $209,479 |
BOSTON TRUST WALDEN COMPANY2+ years Filed as: BOSTON TRUST AND INVESTMENT Service code 28 · EIN 04-2273811 | Investment Management | $167,433 |
JAY SMITH2+ years Service code 14 · EIN 51-6051034 | Plan Administrator | $149,493 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $143,208 |
NORTHPOINTE CAPITAL2+ years Filed as: NORTHPOINTE CAPITAL, LLC Service code 28 · EIN 23-3025935 | Investment Management | $129,313 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $123,125 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $95,086 |
Service code 27 · EIN 32-0016703 | Advisory (Plan) | $85,000 |
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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 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 13.18% | 16.52%-3.3pp | 14.20%-1.0pp | 17.84%-4.7pp |
| Employer contribution / active EE | $9,210 | $13,798-33.3% | $27,968-67.1% | $14,688-37.3% |
| Participant deferral / active EE | $0 | $43-100.0% | $576-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |