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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $526,937 |
DELAWARE INVESTMENTS6 years Filed as: MACQUARIE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2859590 | Investment Management | $311,135 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $288,340 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 | Actuarial | $240,266 |
SLC MANAGEMENT1 year Service code 28 500 FIFTH AVENUE, SUITE 2500 · NEW YORK, NY 10110 | Investment Management | $194,529 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $170,935 |
JAY SMITH7+ years Service code 14 · EIN 51-6051034 | Plan Administrator | $160,775 |
BOSTON TRUST WALDEN COMPANY7+ years Filed as: BOSTON TRUST AND INVESTMENT Service code 28 · EIN 04-2273811 | Investment Management | $146,102 |
JOHNSTON ASSET MANAGEMENT3 years Filed as: JOHNSON ASSET MANAGEMENT Service code 28 3777 WEST FORK ROAD · CINCINNATI, OH 45247 | Investment Management | $95,020 |
MARY JURNEY7+ years Filed as: MARY HARWOOD Service code 30 · EIN 51-6051034 | Employee (plan) | $94,232 |
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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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -5.82% | -13.54%+7.7pp | 22.50%-28.3pp | 23.41%-29.2pp |
| Employer contribution / active EE | $11,140 | $14,842-24.9% | $33,849-67.1% | $12,650-11.9% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |