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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL FINANCIAL CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $1,183,554 |
WEDGE CAPITAL MANAGEMENT9+ years Filed as: WEDGE CAPITAL MANAGEMENT, L.L.P. Service code 28 · EIN 56-1557450 | Investment Management | $875,395 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN ADVISORY, LLC Service code 28 · EIN 26-4560299 | Investment Management | $605,810 |
INVESTMENT PERFORMANCE SERVICES9+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 16 · EIN 58-2432390 | Consulting | $307,200 |
EARNEST PARTNERS, LLC9+ years Service code 28 · EIN 58-2386669 | Investment Management | $262,337 |
WITHUMSMITH+BROWN, PC9+ years Filed as: BROWN CAPITAL MANAGEMENT, LLC. Service code 28 · EIN 27-4453139 | Investment Management | $248,799 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 23 · EIN 46-0619194 | Direct payment from the plan; Insuran... | $246,108 |
Filed as: JOHN LEICHLING Service code 30 · EIN 52-6036829 | Employee (plan); Direct payment from ... | $171,624 |
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 21 · EIN 94-3112180 | Bank Trustee | $167,255 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $165,651 |
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Employer contribution per participant 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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 15.32% | 9.32%+6.0pp | 10.53%+4.8pp | 9.30%+6.0pp |
| Employer contribution / active EE | $7,933 | $14,511-45.3% | $26,797-70.4% | $12,551-36.8% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |