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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $565,967 |
DELAWARE INVESTMENTS7 years Filed as: MACQUARIE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2859590 | Investment Management | $274,381 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $257,665 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $215,350 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $136,316 |
BOSTON TRUST WALDEN COMPANY8+ years Filed as: BOSTON TRUST AND INVESTMENT Service code 28 · EIN 04-2273811 | Investment Management | $136,284 |
JAY SMITH8+ years Service code 14 · EIN 51-6051034 | Plan Administrator | $112,588 |
ASHER, GITTLER & D'ALBA, LTD.8+ years Service code 29 · EIN 36-2786883 | Legal | $97,740 |
Service code 27 · EIN 32-0016703 | Advisory (Plan) | $94,500 |
AMY HERTZ8+ years Filed as: AMY VOLOCHATI Service code 30 · EIN 51-6051034 | Employee (plan) | $89,197 |
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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 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 3.56% | 10.13%-6.6pp | 78.62%-75.1pp | 9.11%-5.5pp |
| Employer contribution / active EE | $11,727 | $13,162-10.9% | $31,646-62.9% | $12,231-4.1% |
| Participant deferral / active EE | $0 | $1,581-100.0% | $101-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |