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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $449,892 |
DELAWARE INVESTMENTS2 years Filed as: MACQUARIE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2859590 | Investment Management | $267,250 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $216,655 |
JOHNSTON ASSET MANAGEMENT3+ years Service code 28 · EIN 13-3257590 | Investment Management | $201,904 |
BOSTON TRUST WALDEN COMPANY3+ years Filed as: BOSTON TRUST AND INVESTMENT Service code 28 · EIN 04-2273811 | Investment Management | $190,852 |
JAY SMITH3+ years Service code 14 · EIN 51-6051034 | Plan Administrator | $153,812 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $153,000 |
NORTHPOINTE CAPITAL1 year Filed as: NORTHPOINT CAPITAL, LLC Service code 28 · EIN 23-3025935 | Investment Management | $132,402 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $120,936 |
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 | $955,976-100.0% | $280,855-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | 9.76% | -1.31%+11.1pp | -0.70%+10.5pp | 33.37%-23.6pp |
| Employer contribution / active EE | $9,626 | $12,967-25.8% | $28,903-66.7% | $11,253-14.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $148-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $0 | $1,852-100.0% | $99,113-100.0% |